GAMMA Investing’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

GAMMA Investing’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
2026 Q2	$4.21M	Buy	80,039 +11,175	+16%	+$585K	0.16%	101
2026 Q1	$3.59M	Buy	68,864 +9,616	+16%	+$507K	0.17%	89
2025 Q4	$3.11M	Buy	59,248 +18,652	+46%	+$979K	0.16%	96
2025 Q3	$2.12M	Buy	40,596 +6,432	+19%	+$331K	0.12%	148
2025 Q2	$1.75M	Buy	34,164 +768	+2%	+$39.2K	0.11%	156
2025 Q1	$1.72M	Buy	33,396 +9,968	+43%	+$517K	0.13%	142
2024 Q4	$1.21M	Buy	23,428 +1,922	+9%	+$100K	0.1%	170
2024 Q3	$1.14M	Buy	21,506 +12,719	+145%	+$668K	0.11%	170
2024 Q2	$457K	Sell	8,787 -7,174	-45%	-$373K	0.06%	277
2024 Q1	$837K	Buy	15,961 +6,477	+68%	+$340K	0.17%	104
2023 Q4	$500K	Buy	+9,484	New	+$483K	0.14%	127

Other funds holding MUNI

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return