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

Oregon Pacific 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	–	Sell	-13,186	Closed	-$691K	–	122
2025 Q4	$691K	Buy	13,186 +1,589	+14%	+$83.4K	0.71%	31
2025 Q3	$606K	Buy	+11,597	New	+$597K	0.52%	47
2025 Q1	–	Sell	-5,687	Closed	-$294K	–	131
2024 Q4	$294K	Buy	+5,687	New	+$297K	0.29%	93

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

Oregon Pacific Wealth Management's MUNI Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2026, closing a stake of 13,186 shares — an estimated $691K sold.

Oregon Pacific Wealth Management first reported a position in MUNI in Q4 2024 and held it in 3 quarters. The position peaked at $691K in Q4 2025. 434 funds tracked by Wall St. Rank hold MUNI as of Q1 2026.

Oregon Pacific Wealth Management reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Oregon Pacific Wealth Management sold 13,186 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $691K.
Oregon Pacific Wealth Management first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q4 2024 and held it in 3 quarters.
Oregon Pacific Wealth Management's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $691K 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 Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.