GeoWealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

GeoWealth Management’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 Q1	–	Sell
2024 Q4	$97.8K	Buy
2024 Q3	$65.9K	Buy
2024 Q2	$40.1K	Buy
2024 Q1	$14.3K	Sell
2023 Q4	$25K	Sell
2023 Q3	$26K	Buy
2023 Q2	$13K	Buy