Prestige Wealth Management 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	$1.82M	Sell	34,901 -2,871	-8%	-$151K	0.36%	46
2025 Q4	$1.99M	Buy	37,772 +15,082	+66%	+$792K	0.38%	47
2025 Q3	$1.19M	Buy	22,690 +292	+1%	+$15K	0.23%	57
2025 Q2	$1.15M	Sell	22,398 -1,373	-6%	-$70.1K	0.23%	55
2025 Q1	$1.23M	Sell	23,771 -13,562	-36%	-$703K	0.26%	53
2024 Q4	$1.94M	Sell	37,333 -18,407	-33%	-$962K	0.4%	44
2024 Q3	$2.95M	Buy	55,740 +88	+0.2%	+$4.62K	0.61%	32
2024 Q2	$2.9M	Sell	55,652 -158	-0.3%	-$8.21K	0.63%	34
2024 Q1	$2.93M	Buy	55,810 +12,673	+29%	+$666K	0.63%	35
2023 Q4	$2.28M	Buy	43,137 +6,243	+17%	+$318K	0.52%	37
2023 Q3	$1.85M	Buy	36,894 +707	+2%	+$36.2K	0.46%	37
2023 Q2	$1.88M	Sell	36,187 -2,106	-5%	-$109K	0.45%	36
2023 Q1	$2M	Buy	38,293 +1,017	+3%	+$52.8K	0.5%	37
2022 Q4	$1.92M	Buy	37,276 +25,596	+219%	+$1.3M	0.5%	34
2022 Q3	$585K	Buy	11,680 +1,353	+13%	+$70K	0.16%	60
2022 Q2	$532K	Buy	10,327 +5,198	+101%	+$269K	0.14%	67
2022 Q1	$272K	Sell	5,129 -651	-11%	-$35.6K	0.07%	121
2021 Q4	$325K	Buy	5,780 +5	+0.1%	+$281	0.08%	104
2021 Q3	$326K	Buy	5,775 +3	+0.1%	+$170	0.08%	95
2021 Q2	$328K	Buy	5,772 +16	+0.3%	+$906	0.09%	87
2021 Q1	$323K	Buy	+5,756	New	+$326K	0.09%	82