Cyndeo Wealth 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	$273K	Sell	5,223 -212	-4%	-$11.2K	0.01%	424
2025 Q4	$285K	Sell	5,435 -27,252	-83%	-$1.43M	0.02%	408
2025 Q3	$1.71M	Buy	32,687 +1,988	+6%	+$102K	0.1%	180
2025 Q2	$1.58M	Sell	30,699 -389	-1%	-$19.8K	0.09%	184
2025 Q1	$1.6M	Sell	31,088 -8,203	-21%	-$425K	0.11%	181
2024 Q4	$2.03M	Buy	39,291 +8,166	+26%	+$427K	0.14%	159
2024 Q3	$1.65M	Sell	31,125 -8,717	-22%	-$458K	0.12%	178
2024 Q2	$2.07M	Sell	39,842 -2,662	-6%	-$138K	0.16%	157
2024 Q1	$2.23M	Buy	42,504 +3,920	+10%	+$206K	0.19%	148
2023 Q4	$2.04M	Buy	38,584 +19,894	+106%	+$1.01M	0.19%	137
2023 Q3	$936K	Buy	+18,690	New	+$958K	0.1%	174