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 Q3	$2.6M	Buy	52,342 +24,011	+85%	+$1.24M	1.17%	15
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Oak Wealth Advisors's MUNI Position: Q3 2026 in Review

Oak Wealth Advisors increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 85% in Q3 2026, buying an estimated $1.24M and bringing the position to 52,342 shares worth $2.6M. The position accounts for 1.17% of the portfolio, ranked #15.

Oak Wealth Advisors first reported a position in MUNI in Q2 2025 and has held it in 6 quarters since. 412 funds tracked by Wall St. Rank hold MUNI as of Q3 2026.

Oak Wealth Advisors held 52,342 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $2.6M as of Q3 2026.
Oak Wealth Advisors bought 24,011 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.24M.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.17% of Oak Wealth Advisors's portfolio in Q3 2026, its #15 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 6 quarters since.
412 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.