Biltmore Wealth Management, LLC MUNI Holdings History
Biltmore Wealth Management, LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary
As of 2025-06-30, Biltmore Wealth Management, LLC held 50,560.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $2.60 Mil. This investment constitutes 1.05% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.13% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.
The initial trade took place in 2021Q3. And since then Biltmore Wealth Management, LLC has made 7 purchases of MUNI, at an average price of $55.66, for a total of 346,195.00 shares. In addition, there have been 9 sales at an average price of $50.98 for 295,635.00 shares. Based on historical transaction data and MUNI's current price of $50.90, Biltmore Wealth Management, LLC's estimated gain on his MUNI holdings is $-1.63 Mil, reflecting a -8.44% gain to date.
Biltmore Wealth Management, LLC MUNI ($50.90) Holding Chart
Biltmore Wealth Management, LLC MUNI ($50.90) 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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