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

Optimum Investment 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
2025 Q3	$3.93M	Hold	75,223	–	–	1.56%	13
2025 Q2	$3.86M	Hold	75,223	–	–	1.68%	10
2025 Q1	$3.88M	Hold	75,223	–	–	1.83%	7
2024 Q4	$3.89M	Hold	75,223	–	–	1.72%	11
2024 Q3	$3.99M	Hold	75,223	–	–	1.72%	9
2024 Q2	$3.92M	Hold	75,223	–	–	1.76%	9
2024 Q1	$3.95M	Hold	75,223	–	–	1.81%	8
2023 Q4	$3.97M	Buy	+75,223	New	+$3.83M	2%	8

Other funds holding MUNI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Optimum Investment Advisors's MUNI Position: Q3 2025 in Review

Optimum Investment Advisors held its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) position steady in Q3 2025 at 75,223 shares worth $3.93M. The position accounts for 1.56% of the portfolio, ranked #13.

Optimum Investment Advisors first reported a position in MUNI in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.99M in Q3 2024. 381 funds tracked by Wall St. Rank hold MUNI as of Q3 2025.

Optimum Investment Advisors held 75,223 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $3.93M as of Q3 2025.
Optimum Investment Advisors left its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2025.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 1.56% of Optimum Investment Advisors's portfolio in Q3 2025, its #13 holding.
Optimum Investment Advisors first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 8 quarters since.
Optimum Investment Advisors's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $3.99M in Q3 2024.
381 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.