Number of Shares
67,285.00
Current Holdings Value*
$3.46 Mil
% of Portfolio
0.79%
Total Estimate Gain
$-70,624.85
% of Total Estimate Gain
-1.01%

Newman Dignan & Sheerar, Inc.'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary

As of 2025-06-30, Newman Dignan & Sheerar, Inc. held 67,285.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $3.46 Mil. This investment constitutes 0.79% of their stock portfolio, and Newman Dignan & Sheerar, Inc. now holds 0.17% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.

The initial trade took place in 2020Q2. And since then Newman Dignan & Sheerar, Inc. has made 11 purchases of MUNI, at an average price of $52.42, for a total of 133,910.00 shares. In addition, there have been 7 sales at an average price of $52.89 for 66,625.00 shares. Based on historical transaction data and MUNI's current price of $50.90, Newman Dignan & Sheerar, Inc.'s estimated gain on his MUNI holdings is $-70,624.85, reflecting a -1.01% gain to date.

Newman Dignan & Sheerar, Inc. MUNI ($50.90) Holding Chart

Newman Dignan & Sheerar, Inc. 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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