Paladin Advisory Group’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.48M	Sell	47,483 -1,453	-3%	-$76.6K	1.88%	20
2025 Q4	$2.56M	Buy	48,936 +3,163	+7%	+$166K	1.87%	20
2025 Q3	$2.39M	Sell	45,773 -15,292	-25%	-$788K	1.87%	18
2025 Q2	$3.14M	Buy	61,065 +9,163	+18%	+$468K	2.39%	14
2025 Q1	$2.68M	Buy	51,902 +1,175	+2%	+$60.9K	2.14%	18
2024 Q4	$2.62M	Sell	50,727 -63	-0.1%	-$3.29K	2.01%	18
2024 Q3	$2.69M	Hold	50,790	–	–	1.99%	19
2024 Q2	$2.63M	Buy	50,790 +209	+0.4%	+$10.9K	2.05%	18
2024 Q1	$2.64M	Buy	50,581 +175	+0.3%	+$9.19K	2.09%	20
2023 Q4	$2.66M	Sell	50,406 -2,327	-4%	-$118K	2.2%	16
2023 Q3	$2.64M	Buy	52,733 +832	+2%	+$42.6K	2.23%	12
2023 Q2	$2.69M	Buy	51,901 +510	+1%	+$26.5K	2.16%	14
2023 Q1	$2.69M	Buy	+51,391	New	+$2.67M	2.23%	13
2022 Q4	–	Hold	0	–	–	–	431
2022 Q3	–	Hold	0	–	–	–	436
2022 Q2	–	Sell	-46,662	Closed	-$2.41M	–	437
2022 Q1	$2.47M	Buy	+46,662	New	+$2.55M	2.01%	15
2021 Q4	–	Hold	0	–	–	–	434