Avantax Planning Partners’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
2026 Q1	$11.3M	Sell	215,876 -12,237	-5%	-$645K	0.31%	51
2025 Q4	$12M	Sell	228,113 -19,718	-8%	-$1.04M	0.33%	43
2025 Q3	$13M	Sell	247,831 -11,141	-4%	-$574K	0.37%	45
2025 Q2	$13.3M	Sell	258,972 -10,135	-4%	-$517K	0.42%	43
2025 Q1	$13.9M	Sell	269,107 -3,820	-1%	-$198K	0.49%	33
2024 Q4	$14.1M	Sell	272,927 -46,929	-15%	-$2.45M	0.51%	31
2024 Q3	$16.9M	Sell	319,856 -58,062	-15%	-$3.05M	0.61%	29
2024 Q2	$19.7M	Sell	377,918 -12,961	-3%	-$674K	0.63%	26
2024 Q1	$20.5M	Sell	390,879 -24,849	-6%	-$1.31M	0.66%	26
2023 Q4	$22M	Buy	415,728 +76,310	+22%	+$3.88M	0.84%	24
2023 Q3	$17M	Buy	339,418 +7,982	+2%	+$409K	0.71%	27
2023 Q2	$17.2M	Sell	331,436 -6,235	-2%	-$324K	0.68%	29
2023 Q1	$17.6M	Sell	337,671 -3,807	-1%	-$198K	0.72%	27
2022 Q4	$17.5M	Buy	341,478 +168,468	+97%	+$8.55M	0.7%	27
2022 Q3	$8.67M	Sell	173,010 -59,145	-25%	-$3.06M	0.39%	32
2022 Q2	$12M	Sell	232,155 -50,082	-18%	-$2.59M	0.51%	28
2022 Q1	$15M	Buy	282,237 +256,775	+1,008%	+$14M	0.59%	19
2021 Q4	$1.43M	Buy	+25,462	New	+$1.43M	0.06%	127