Number of Shares
159,876.00
Current Holdings Value*
$8.20 Mil
% of Portfolio
5.57%
Total Estimate Gain
$-12,227.01
% of Total Estimate Gain
-0.11%

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

As of 2025-06-30, Shotwell Rutter Baer Inc held 159,876.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $8.20 Mil. This investment constitutes 5.57% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.41% 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 5 purchases of MUNI, at an average price of $51.49, for a total of 210,472.00 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 $51.08, Shotwell Rutter Baer Inc's estimated gain on his MUNI holdings is $-12,227.01, reflecting a -0.11% gain to date.

Shotwell Rutter Baer Inc MUNI ($51.08) Holding Chart

Shotwell Rutter Baer Inc MUNI ($51.08) 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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