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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,397	Closed	-$434K	–	115
2024 Q4	$434K	Sell	8,397 -11,044	-57%	-$571K	0.18%	67
2024 Q3	$1.03M	Buy	19,441 +11,987	+161%	+$635K	0.45%	36
2024 Q2	$388K	Buy	7,454 +3,023	+68%	+$157K	0.19%	60
2024 Q1	$232K	Buy	+4,431	New	+$232K	0.12%	92