Brandywine Oak Private Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Brandywine Oak Private Wealth’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	$4M	Buy
2025 Q1	$1.3M	Hold
2024 Q4	$1.3M	Hold
2024 Q3	$1.33M	Buy
2024 Q2	$1.19M	Buy
2024 Q1	$572K	Buy
2023 Q4	$547K	Buy
2022 Q4	–	Sell
2022 Q3	$210K	Buy