XY Planning Network, Inc. MUNI Holdings History
XY Planning Network, Inc.'s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund Holding Summary
As of 2025-06-30, XY Planning Network, Inc. held 143,504.00 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI), totaling $7.37 Mil. This investment constitutes 2.51% of their stock portfolio, and XY Planning Network, Inc. now holds 0.37% of the outstanding PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) stock.
The initial trade took place in 2024Q4. And since then XY Planning Network, Inc. has made 1 purchases of MUNI, at an average price of $52.23, for a total of 151,725.00 shares. In addition, there have been 1 sales at an average price of $51.87 for 8,221.00 shares. Based on historical transaction data and MUNI's current price of $50.97, XY Planning Network, Inc.'s estimated gain on his MUNI holdings is $-183,115.34, reflecting a -2.31% gain to date.
XY Planning Network, Inc. MUNI ($50.97) Holding Chart
XY Planning Network, Inc. MUNI ($50.97) 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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