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