Clearstead Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Clearstead Advisors’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	$6.7M	Buy
2025 Q1	$99.1K	Buy
2024 Q4	$98.8K	Buy
2024 Q3	$101K	Buy
2024 Q2	$98.1K	Buy
2024 Q1	$80.2K	Buy
2022 Q2	–	Sell
2022 Q1	$2K	Hold
2021 Q4	$2K	Buy