WBH Advisory’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
17,139
+7,329
| +75% | +$376K | 0.08% | 172 |
|
|
2025
Q1 | $506K | Buy |
9,810
+1,039
| +12% | +$53.6K | 0.05% | 210 |
|
|
2024
Q4 | $454K | Hold |
8,771
| – | – | 0.04% | 221 |
|
|
2024
Q3 | $465K | Hold |
8,771
| – | – | 0.04% | 222 |
|
|
2024
Q2 | $457K | Buy |
8,771
+764
| +10% | +$39.8K | 0.05% | 222 |
|
|
2024
Q1 | $420K | Buy |
8,007
+1,357
| +20% | +$71.2K | 0.04% | 229 |
|
|
2023
Q4 | $351K | Buy |
6,650
+744
| +13% | +$39.3K | 0.04% | 243 |
|
|
2023
Q3 | $296K | Buy |
+5,906
| New | +$296K | 0.04% | 253 |
|
|
2022
Q3 | $1.92M | Buy |
38,214
+25,309
| +196% | +$1.27M | 0.28% | 82 |
|
|
2022
Q2 | $670K | Sell |
12,905
-17,980
| -58% | -$933K | 0.09% | 176 |
|
|
2022
Q1 | $1.6M | Buy |
+30,885
| New | +$1.6M | 0.2% | 105 |
|