Wealth Alliance Advisory Group’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 | $10.1M | Sell |
195,782
-829
| -0.4% | -$42.6K | 1.91% | 13 |
|
2025
Q1 | $10.1M | Buy |
196,611
+19,989
| +11% | +$1.03M | 2.1% | 12 |
|
2024
Q4 | $9.14M | Buy |
176,622
+6,266
| +4% | +$324K | 1.93% | 16 |
|
2024
Q3 | $9.03M | Buy |
170,356
+114
| +0.1% | +$6.04K | 1.9% | 16 |
|
2024
Q2 | $8.86M | Buy |
170,242
+5,554
| +3% | +$289K | 2% | 16 |
|
2024
Q1 | $8.64M | Buy |
164,688
+14,809
| +10% | +$777K | 2.01% | 13 |
|
2023
Q4 | $7.91M | Sell |
149,879
-698
| -0.5% | -$36.9K | 2.07% | 12 |
|
2023
Q3 | $7.54M | Buy |
150,577
+25
| +0% | +$1.25K | 2.24% | 12 |
|
2023
Q2 | $7.8M | Sell |
150,552
-1,022
| -0.7% | -$53K | 2.76% | 10 |
|
2023
Q1 | $7.92M | Sell |
151,574
-2,366
| -2% | -$124K | 2.96% | 9 |
|
2022
Q4 | $7.91M | Buy |
153,940
+12,461
| +9% | +$640K | 3.03% | 9 |
|
2022
Q3 | $7.09M | Buy |
+141,479
| New | +$7.09M | 3.13% | 9 |
|