Certified Advisory Corp’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	$5.98M	Buy	114,549 +8,571	+8%	+$452K	0.54%	57
2025 Q4	$5.55M	Buy	105,978 +6,825	+7%	+$358K	0.51%	62
2025 Q3	$5.18M	Buy	99,153 +70,188	+242%	+$3.62M	0.49%	59
2025 Q2	$1.49M	Buy	28,965 +3,755	+15%	+$192K	0.15%	126
2025 Q1	$1.3M	Buy	25,210 +1,742	+7%	+$90.4K	0.15%	132
2024 Q4	$1.21M	Buy	23,468 +263	+1%	+$13.7K	0.13%	131
2024 Q3	$1.23M	Buy	23,205 +6,451	+39%	+$339K	0.14%	135
2024 Q2	$872K	Buy	16,754 +3,150	+23%	+$164K	0.11%	143
2024 Q1	$714K	Buy	13,604 +4,853	+55%	+$255K	0.1%	152
2023 Q4	$462K	Buy	8,751 +2,233	+34%	+$114K	0.07%	177
2023 Q3	$326K	Buy	6,518 +1,348	+26%	+$69.1K	0.06%	179
2023 Q2	$268K	Buy	5,170 +1,164	+29%	+$60.4K	0.05%	197
2023 Q1	$209K	Buy	+4,006	New	+$208K	0.04%	226