SageView 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
2025 Q4	$3.03M	Buy	57,904 +146	+0.3%	+$7.66K	0.1%	120
2025 Q3	$3.02M	Buy	57,758 +524	+0.9%	+$27K	0.1%	125
2025 Q2	$2.92M	Buy	57,234 +623	+1%	+$31.8K	0.11%	106
2025 Q1	$2.92M	Buy	56,611 +455	+0.8%	+$23.6K	0.12%	94
2024 Q4	$2.9M	Buy	56,156 +478	+0.9%	+$25K	0.13%	97
2024 Q3	$2.95M	Buy	+55,678	New	+$2.92M	0.15%	84
2024 Q2	–	Hold	0	–	–	–	97
2024 Q1	–	Hold	0	–	-$2.89M	–	702
2023 Q4	–	Sell	-57,534	Closed	-$2.93M	–	104
2023 Q3	$2.88M	Buy	57,534 +466	+0.8%	+$23.9K	0.17%	82
2023 Q2	$2.96M	Buy	57,068 +660	+1%	+$34.3K	0.16%	86
2023 Q1	$2.95M	Sell	56,408 -1,876	-3%	-$97.4K	0.19%	84
2022 Q4	$2.99M	Buy	+58,284	New	+$2.96M	0.24%	71