Atria Wealth Solutions’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.57M	Buy	30,495 +2,723	+10%	+$139K	0.04%	486
2025 Q1	$1.43M	Buy	27,772 +7,649	+38%	+$397K	0.02%	749
2024 Q4	$1.04M	Buy	20,123 +16,208	+414%	+$847K	0.01%	910
2024 Q3	$207K	Sell	3,915 -4,207	-52%	-$221K	﹤0.01%	1769
2024 Q2	$423K	Sell	8,122 -161	-2%	-$8.37K	﹤0.01%	1317
2024 Q1	$435K	Buy	8,283 +389	+5%	+$20.4K	﹤0.01%	1334
2023 Q4	$417K	Buy	7,894 +13	+0.2%	+$662	0.01%	1308
2023 Q3	$395K	Buy	7,881 +12	+0.2%	+$615	0.01%	1249
2023 Q2	$408K	Sell	7,869 -126	-2%	-$6.54K	0.01%	1257
2023 Q1	$418K	Sell	7,995 -39,798	-83%	-$2.07M	0.01%	1239
2022 Q4	$2.46M	Buy	+47,793	New	+$2.43M	0.04%	442