ORG Partners’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

ORG Partners’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 Q4	$846K	Buy	16,145 +81	+0.5%	+$4.25K	0.15%	138
2025 Q3	$840K	Sell	16,064 -120	-0.7%	-$6.18K	0.15%	134
2025 Q2	$833K	Sell	16,184 -53	-0.3%	-$2.7K	0.18%	117
2025 Q1	$837K	Sell	16,237 -978	-6%	-$50.7K	0.21%	91
2024 Q4	$891K	Sell	17,215 -305	-2%	-$15.9K	0.12%	122
2024 Q3	$928K	Sell	17,520 -955	-5%	-$50.2K	0.15%	114
2024 Q2	$957K	Buy	+18,475	New	+$960K	0.12%	147
2024 Q1	–	Sell	-4,807	Closed	-$254K	–	883
2023 Q4	$254K	Buy	4,807 +96	+2%	+$4.89K	0.04%	265
2023 Q3	$236K	Sell	4,711 -20,599	-81%	-$1.06M	0.07%	261
2023 Q2	$1.31M	Buy	25,310 +315	+1%	+$16.4K	0.21%	93
2023 Q1	$1.31M	Buy	+24,995	New	+$1.3M	0.32%	61

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

ORG Partners's MUNI Position: Q4 2025 in Review

ORG Partners increased its PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) stake by 0.5% in Q4 2025, buying an estimated $4.25K and bringing the position to 16,145 shares worth $846K. The position accounts for 0.15% of the portfolio, ranked #138.

ORG Partners first reported a position in MUNI in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q2 2023. 412 funds tracked by Wall St. Rank hold MUNI as of Q4 2025.

ORG Partners held 16,145 shares of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund worth $846K as of Q4 2025.
ORG Partners bought 81 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $4.25K.
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund made up 0.15% of ORG Partners's portfolio in Q4 2025, its #138 holding.
ORG Partners first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 11 quarters since.
ORG Partners's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $1.31M in Q2 2023.
412 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.