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Oak Wealth Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Oak Wealth Advisors’s Portfolio MUNI Stock Details MUNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.49M Buy
28,331
+6,018
+27% +$315K 0.71% 20
2026
Q1 		$1.16M Buy
22,313
+6,725
+43% +$355K 0.64% 24
2025
Q4 		$817K Buy
15,588
+703
+5% +$36.9K 0.47% 30
2025
Q3 		$778K Sell
14,885
-2,666
-15% -$137K 0.45% 32
2025
Q2 		$901K Buy
+17,551
New +$896K 0.58% 25

Other funds holding MUNI

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Oak Wealth Advisors's MUNI Position: Q2 2026 in Review

Oak Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 27% in Q2 2026, buying an estimated $315K and bringing the position to 28,331 shares worth $1.49M. The position accounts for 0.71% of the portfolio, ranked #20.

Oak Wealth Advisors first reported a position in MUNI in Q2 2025 and has held it in 5 quarters since. 197 funds tracked by Wall St. Rank hold MUNI as of Q2 2026.

  • Oak Wealth Advisors held 28,331 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $1.49M as of Q2 2026.
  • Oak Wealth Advisors bought 6,018 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $315K.
  • PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.71% of Oak Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Oak Wealth Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
  • 197 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.