PIMCO ETF TR

Ticker: MUNI CUSIP: 72201R866 Class: ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 37,506 Value ($000) $1,926 Avg Close — Range —
Q1 2025
Shares 38,889 Value ($000) $2,005 Avg Close — Range —
Q4 2024
Shares 46,072 Value ($000) $2,383 Avg Close — Range —
Q3 2024
Shares 47,843 Value ($000) $2,535 Avg Close — Range —
Q2 2024
Shares 49,187 Value ($000) $2,561 Avg Close — Range —
Q1 2024
Shares 46,759 Value ($000) $2,453 Avg Close — Range —
Q4 2023
Shares 79,800 Value ($000) $4,213 Avg Close — Range —
Q3 2023
Shares 59,035 Value ($000) $2,956 Avg Close — Range —
Q2 2023
Shares 58,746 Value ($000) $3,045 Avg Close — Range —
Q1 2023
Shares 32,314 Value ($000) $1,689 Avg Close — Range —
Q1 2014
Shares 4,975 Value ($000) $262 Avg Close — Range —
Q4 2013
Shares 9,175 Value ($000) $475 Avg Close — Range —