Number of Shares
665,689.00
Current Holdings Value*
$34.32 Mil
% of Portfolio
3.65%
Total Estimate Gain
$-872,353.09
% of Total Estimate Gain
-2.51%

Stonebridge Financial Group, LLC's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Stonebridge Financial Group, LLC held 665,689.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $34.32 Mil. This investment constitutes 3.65% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 1.91% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.

The initial trade took place in 2024Q4. And since then Stonebridge Financial Group, LLC has made 1 purchases of MUNI, at an average price of $52.21, for a total of 665,689.00 shares. Based on historical transaction data and MUNI's current price of $50.90, Stonebridge Financial Group, LLC's estimated gain on his MUNI holdings is $-872,353.09, reflecting a -2.51% gain to date.

Stonebridge Financial Group, LLC MUNI ($50.90) Holding Chart

Stonebridge Financial Group, 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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