WBH Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $729K | Sell |
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|
2025
Q2 | $880K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $465K | Hold |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $296K | Buy |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $670K | Sell |
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|
2022
Q1 | $1.6M | Buy |
|