Wealth Enhancement Advisory Services’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 | $2.52M | Buy |
49,107
+21,606
| +79% | +$1.11M | ﹤0.01% | 1239 |
|
|
2025
Q1 | $1.42M | Sell |
27,501
-1,055
| -4% | -$54.4K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $1.48M | Buy |
28,556
+18,784
| +192% | +$972K | ﹤0.01% | 1328 |
|
|
2024
Q3 | $518K | Sell |
9,772
-9
| -0.1% | -$477 | ﹤0.01% | 1802 |
|
|
2024
Q2 | $509K | Hold |
9,781
| – | – | ﹤0.01% | 1639 |
|
|
2024
Q1 | $513K | Sell |
9,781
-7,298
| -43% | -$383K | ﹤0.01% | 1569 |
|
|
2023
Q4 | $902K | Buy |
17,079
+5,284
| +45% | +$279K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $591K | Buy |
11,795
+7,210
| +157% | +$361K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $238K | Buy |
+4,585
| New | +$238K | ﹤0.01% | 470 |
|