XY Planning Network’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
$7.37M Buy
143,504
+554
+0.4% +$28.5K 2.51% 8
2025
Q1
$7.37M Sell
142,950
-8,221
-5% -$424K 4.92% 4
2024
Q4
$7.82M Buy
+151,171
New +$7.82M 5.87% 3