Williams & Novak’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 | $919K | Buy |
17,900
+2,350
| +15% | +$121K | 0.78% | 42 |
|
|
2025
Q1 | $802K | Buy |
15,550
+650
| +4% | +$33.5K | 0.78% | 35 |
|
|
2024
Q4 | $771K | Sell |
14,900
-11,215
| -43% | -$580K | 0.74% | 35 |
|
|
2024
Q3 | $1.38M | Buy |
26,115
+1,100
| +4% | +$58.3K | 1.29% | 25 |
|
|
2024
Q2 | $1.3M | Buy |
25,015
+7,725
| +45% | +$402K | 1.21% | 25 |
|
|
2024
Q1 | $913K | Hold |
17,290
| – | – | 1.04% | 31 |
|
|
2023
Q4 | $913K | Buy |
+17,290
| New | +$913K | 1.04% | 31 |
|