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 |
|