Oakwell Private Wealth Management’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Oakwell Private Wealth Management’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 Q1	$873K	Hold	16,728	–	–	0.16%	47
2025 Q4	$877K	Hold	16,728	–	–	0.16%	49
2025 Q3	$875K	Buy	+16,728	New	+$862K	0.18%	46

Other funds holding MUNI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oakwell Private Wealth Management's MUNI Position: Q1 2026 in Review

Oakwell Private Wealth Management held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q1 2026 at 16,728 shares worth $873K. The position accounts for 0.16% of the portfolio, ranked #47.

Oakwell Private Wealth Management first reported a position in MUNI in Q3 2025 and has held it in 3 quarters since. The position peaked at $877K in Q4 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Oakwell Private Wealth Management held 16,728 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $873K as of Q1 2026.
Oakwell Private Wealth Management left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.16% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #47 holding.
Oakwell Private Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
Oakwell Private Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $877K in Q4 2025.
434 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.