Quotient Wealth Partners’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	$18M	Buy	345,489 +21,361	+7%	+$1.13M	0.47%	25
2025 Q4	$17M	Buy	324,128 +21,196	+7%	+$1.11M	0.45%	28
2025 Q3	$15.8M	Sell	302,932 -15	-0%	-$773	0.43%	28
2025 Q2	$15.6M	Buy	302,947 +14,481	+5%	+$739K	0.46%	26
2025 Q1	$14.9M	Sell	288,466 -80,390	-22%	-$4.17M	0.48%	25
2024 Q4	$19.1M	Sell	368,856 -3,780	-1%	-$197K	0.62%	24
2024 Q3	$19.7M	Buy	372,636 +34,649	+10%	+$1.82M	0.65%	22
2024 Q2	$17.6M	Buy	337,987 +28,875	+9%	+$1.5M	0.62%	24
2024 Q1	$16.2M	Buy	309,112 +76,713	+33%	+$4.03M	0.58%	24
2023 Q4	$12.3M	Buy	+232,399	New	+$11.8M	0.48%	32