ViaWealth’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	$2.67M	Buy	51,231 +625	+1%	+$33K	1.49%	14
2025 Q4	$2.65M	Buy	50,606 +519	+1%	+$27.2K	1.49%	15
2025 Q3	$2.62M	Buy	50,087 +3,591	+8%	+$185K	1.43%	14
2025 Q2	$2.39M	Buy	46,496 +3,427	+8%	+$175K	1.41%	14
2025 Q1	$2.22M	Buy	43,069 +240	+0.6%	+$12.4K	1.37%	19
2024 Q4	$2.22M	Buy	42,829 +7,397	+21%	+$386K	1.34%	18
2024 Q3	$1.88M	Buy	35,432 +568	+2%	+$29.8K	1.09%	22
2024 Q2	$1.82M	Buy	34,864 +4,701	+16%	+$244K	1.13%	23
2024 Q1	$1.58M	Buy	30,163 +11,895	+65%	+$625K	0.99%	27
2023 Q4	$965K	Buy	18,268 +1,359	+8%	+$69.2K	0.66%	39
2023 Q3	$847K	Buy	16,909 +2,403	+17%	+$123K	0.62%	49
2023 Q2	$752K	Sell	14,506 -380	-3%	-$19.7K	0.56%	59
2023 Q1	$778K	Buy	14,886 +256	+2%	+$13.3K	0.62%	53
2022 Q4	$760K	Buy	+14,630	New	+$743K	0.62%	52