Number of Shares
104,643.00
Current Holdings Value*
$5.43 Mil
% of Portfolio
4.79%
Total Estimate Gain
$6,492.27
% of Total Estimate Gain
0.08%

Shotwell Rutter Baer Inc's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Shotwell Rutter Baer Inc held 104,643.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $5.43 Mil. This investment constitutes 4.79% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.3% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.

The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 4 purchases of MUNI, at an average price of $51.65, for a total of 155,239.00 shares. In addition, there have been 1 sales at an average price of $52.53 for 50,596.00 shares. Based on historical transaction data and MUNI's current price of $51.28, Shotwell Rutter Baer Inc's estimated gain on his MUNI holdings is $6,492.27, reflecting a 0.08% gain to date.

Shotwell Rutter Baer Inc MUNI ($51.28) Holding Chart

Shotwell Rutter Baer Inc MUNI ($51.28) 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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