WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49.4K | Hold |
949
| – | – | 0.01% | 446 |
|
|
2025
Q4 | $49.9K | Sell |
949
-605
| -39% | -$31.8K | 0.01% | 432 |
|
|
2025
Q3 | $81.2K | Hold |
1,554
| – | – | 0.01% | 407 |
|
|
2025
Q2 | $79.7K | Sell |
1,554
-51
| -3% | -$2.6K | 0.01% | 400 |
|
|
2025
Q1 | $82.6K | Buy |
1,605
+942
| +142% | +$48.9K | 0.01% | 387 |
|
|
2024
Q4 | $34.4K | Hold |
663
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $35.1K | Hold |
663
| – | – | ﹤0.01% | 402 |
|
|
2024
Q2 | $34.5K | Sell |
663
-1,000
| -60% | -$52K | 0.01% | 371 |
|
|
2024
Q1 | $87.3K | Sell |
1,663
-632
| -28% | -$33.2K | 0.01% | 327 |
|
|
2023
Q4 | $122K | Sell |
2,295
-14,996
| -87% | -$763K | 0.02% | 306 |
|
|
2023
Q3 | $866K | Sell |
17,291
-4,260
| -20% | -$218K | 0.13% | 159 |
|
|
2023
Q2 | $1.12M | Sell |
21,551
-1,558
| -7% | -$80.9K | 0.17% | 137 |
|
|
2023
Q1 | $1.21M | Buy |
23,109
+3,635
| +19% | +$189K | 0.19% | 129 |
|
|
2022
Q4 | $1M | Buy |
19,474
+800
| +4% | +$40.6K | 0.19% | 128 |
|
|
2022
Q3 | $936K | Buy |
18,674
+3,424
| +22% | +$177K | 0.19% | 135 |
|
|
2022
Q2 | $785K | Buy |
15,250
+2,418
| +19% | +$125K | 0.16% | 157 |
|
|
2022
Q1 | $680K | Sell |
12,832
-12,413
| -49% | -$679K | 0.11% | 192 |
|
|
2021
Q4 | $1.42M | Buy |
+25,245
| New | +$1.42M | 0.24% | 91 |
|
|
2019
Q2 | – | Sell |
-2,783
| Closed | -$150K | – | 260 |
|
|
2019
Q1 | $150K | Buy |
+2,783
| New | +$148K | 0.08% | 156 |
|
|
2018
Q4 | – | Sell |
-6,783
| Closed | -$356K | – | 271 |
|
|
2018
Q3 | $356K | Hold |
6,783
| – | – | 0.2% | 80 |
|
|
2018
Q2 | $359K | Hold |
6,783
| – | – | 0.22% | 72 |
|
|
2018
Q1 | $358K | Buy |
6,783
+450
| +7% | +$23.8K | 0.23% | 74 |
|
|
2017
Q4 | $339K | Buy |
+6,333
| New | +$340K | 0.21% | 90 |
|
Other funds holding MUNI
WWA
