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

Austin Wealth Management’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.2M	Buy
2025 Q1	$3.87M	Buy
2024 Q4	$2.14M	Buy
2024 Q3	$1.97M	Buy
2024 Q2	$1.91M	Buy
2024 Q1	$1.84M	Buy
2023 Q4	$1.83M	Sell
2023 Q3	$1.95M	Buy