Number of Shares
76,089.00
Current Holdings Value*
$3.87 Mil
% of Portfolio
0.78%
Total Estimate Gain
$-27,803.83
% of Total Estimate Gain
-0.68%

Austin Wealth Management, LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Austin Wealth Management, LLC held 76,089.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $3.87 Mil. This investment constitutes 0.78% of their stock portfolio, and Austin Wealth Management, LLC now holds 0.2% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.

The initial trade took place in 2023Q3. And since then Austin Wealth Management, LLC has made 5 purchases of MUNI, at an average price of $51.60, for a total of 79,464.00 shares. In addition, there have been 1 sales at an average price of $50.90 for 3,375.00 shares. Based on historical transaction data and MUNI's current price of $51.27, Austin Wealth Management, LLC's estimated gain on his MUNI holdings is $-27,803.83, reflecting a -0.68% gain to date.

Austin Wealth Management, LLC MUNI ($51.27) Holding Chart

Austin Wealth Management, LLC MUNI ($51.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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