Westside Investment Management’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
$1.77M Sell
34,492
-400
-1% -$20.5K 0.33% 79
2025
Q1
$1.8M Sell
34,892
-399
-1% -$20.6K 0.38% 66
2024
Q4
$1.83M Hold
35,291
0.38% 65
2024
Q3
$1.87M Sell
35,291
-1,100
-3% -$58.2K 0.4% 61
2024
Q2
$1.89M Sell
36,391
-1,401
-4% -$72.9K 0.43% 58
2024
Q1
$1.98M Sell
37,792
-101
-0.3% -$5.3K 0.48% 50
2023
Q4
$2M Buy
37,893
+300
+0.8% +$15.8K 0.51% 51
2023
Q3
$1.88M Buy
37,593
+600
+2% +$30K 0.54% 49
2023
Q2
$1.92M Sell
36,993
-800
-2% -$41.5K 0.54% 48
2023
Q1
$1.98M Buy
37,793
+3,100
+9% +$162K 0.58% 45
2022
Q4
$1.78K Buy
34,693
+32,993
+1,941% +$1.7K ﹤0.01% 236
2022
Q3
$85 Buy
+1,700
New +$85 ﹤0.01% 368
2017
Q1
Sell
-693
Closed -$36.6K 780
2016
Q4
$36.6K Buy
+693
New +$36.6K 0.02% 209