Morton Brown Family Wealth’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.9M	Buy	192,730 +23,625	+14%	+$1.21M	3.01%	11
2025 Q1	$8.72M	Buy	169,105 +27,671	+20%	+$1.43M	2.96%	11
2024 Q4	$7.32M	Buy	141,434 +24,587	+21%	+$1.27M	2.55%	11
2024 Q3	$6.19M	Buy	116,847 +87,979	+305%	+$4.66M	2.2%	13
2024 Q2	$1.51M	Buy	+28,868	New	+$1.51M	0.6%	22