Wealthcare Advisory 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 Q2	$222K	Buy	+4,228	New	+$221K	﹤0.01%	1004
2025 Q4	–	Sell	-6,358	Closed	-$332K	–	1095
2025 Q3	$332K	Hold	6,358	–	–	0.01%	815
2025 Q2	$327K	Buy	6,358 +180	+3%	+$9.19K	0.01%	765
2025 Q1	$318K	Hold	6,178	–	–	0.01%	723
2024 Q4	$320K	Sell	6,178 -427	-6%	-$22.3K	0.01%	692
2024 Q3	$350K	Buy	6,605 +1,771	+37%	+$93K	0.01%	666
2024 Q2	$252K	Sell	4,834 -317	-6%	-$16.5K	0.01%	730
2024 Q1	$270K	Sell	5,151 -731	-12%	-$38.4K	0.01%	703
2023 Q4	$311K	Buy	5,882 +409	+7%	+$20.8K	0.01%	600
2023 Q3	$274K	Sell	5,473 -3,628	-40%	-$186K	0.01%	573
2023 Q2	$472K	Buy	9,101 +3,525	+63%	+$183K	0.02%	459
2023 Q1	$291K	Buy	+5,576	New	+$290K	0.01%	584
2021 Q2	–	Sell	-100	Closed	-$6K	–	1357
2021 Q1	$6K	Buy	+100	New	+$5.66K	﹤0.01%	1598
2020 Q2	–	Sell	-100	Closed	-$5K	–	980
2020 Q1	$5K	Hold	100	–	–	﹤0.01%	1112
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	1069
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	1035
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	1065
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	973
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	937
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	997
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	986
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	833
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	785
2017 Q3	$5K	Buy	+100	New	+$5.38K	﹤0.01%	650

Other funds holding MUNI