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MUNI
Showing 8 of 9 quarters

Position history for Dynasty Wealth Management, LLC's holdings in PIMCO ETF TR

Dynasty Wealth Management, LLC holds 592,190 shares of MUNI (PIMCO ETF TR), worth $30.9M as of 2026-Q1. The position was decreased (-5.6% shares). MUNI represents 0.3% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$30.9M

Current Shares

592,190

Total Value Change

+$10.8M

Total Shares Change

+205,477

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
592,190
-5.6%
$30.9M0.3%$52.88
0
2025-Q4
Decreased
627,479
-14.9%
$32.9M0.3%$52.26
0
2025-Q3
Decreased
737,363
-20.4%
$38.5M0.5%$51.56
0
2025-Q2
Decreased
925,848
-0.9%
$47.6M0.8%$50.16
0
2025-Q1
Decreased
934,395
-6.6%
$48.2M0.8%$49.91
0
2024-Q4
Increased
1M
+371.0%
$51.7M0.9%$49.93
67
2024-Q3
Decreased
212,383
-45.1%
$23.1M0.7%$50.54
0
2024-Q2
Increased
386,713
+8.9%
$20.1M0.6%$49.24
44

Other major holders of MUNI: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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