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

EP Wealth 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	$1.01M	Buy
2025 Q1	$548K	Hold
2024 Q4	$550K	Hold
2024 Q3	$564K	Hold
2024 Q2	$554K	Hold
2024 Q1	$558K	Hold
2023 Q4	$562K	Buy
2023 Q3	$295K	Buy
2022 Q3	–	Sell
2022 Q2	$255K	Buy