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

Milestone Asset 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
2026 Q2	$283K	Hold	5,372	–	–	0.04%	227
2026 Q1	$280K	Hold	5,372	–	–	0.05%	207
2025 Q4	$282K	Hold	5,372	–	–	0.05%	186
2025 Q3	$281K	Buy	5,372 +81	+2%	+$4.17K	0.05%	192
2025 Q2	$272K	Hold	5,291	–	–	0.06%	183
2025 Q1	$273K	Hold	5,291	–	–	0.06%	191
2024 Q4	$274K	Hold	5,291	–	–	0.06%	203
2024 Q3	$280K	Hold	5,291	–	–	0.06%	182
2024 Q2	$275K	Hold	5,291	–	–	0.07%	168
2024 Q1	$278K	Hold	5,291	–	–	0.08%	146
2023 Q4	$279K	Hold	5,291	–	–	0.09%	61
2023 Q3	$263K	Hold	5,291	–	–	0.09%	66
2023 Q2	$274K	Hold	5,291	–	–	0.12%	49
2023 Q1	$277K	Hold	5,291	–	–	0.16%	57
2022 Q4	$278K	Buy	+5,291	New	+$269K	0.17%	51

Other funds holding MUNI

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.89% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return