Silver Oak Securities’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Silver Oak Securities’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 Q1	–	Sell	-8,716	Closed	-$452K	–	685
2024 Q4	$452K	Sell	8,716 -851	-9%	-$44.5K	0.04%	407
2024 Q3	$507K	Buy	9,567 +7,528	+369%	+$395K	0.05%	332
2024 Q2	$106K	Sell	2,039 -154	-7%	-$8K	0.02%	427
2024 Q1	$115K	Sell	2,193 -7,492	-77%	-$394K	0.02%	421
2023 Q4	$511K	Buy	9,685 +7,513	+346%	+$382K	0.07%	270
2023 Q3	$109K	Sell	2,172 -8,187	-79%	-$420K	0.02%	341
2023 Q2	$537K	Buy	10,359 +2,037	+24%	+$106K	0.09%	214
2023 Q1	$435K	Buy	+8,322	New	+$432K	0.07%	216
2022 Q4	–	Sell	-2,172	Closed	-$109K	–	406
2022 Q3	$109K	Buy	+2,172	New	+$112K	0.02%	341

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

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

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

DWM

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Silver Oak Securities's MUNI Position: Q1 2025 in Review

Silver Oak Securities sold out of PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (MUNI) in Q1 2025, closing a stake of 8,716 shares — an estimated $452K sold.

Silver Oak Securities first reported a position in MUNI in Q3 2022 and held it in 9 quarters. The position peaked at $537K in Q2 2023. 333 funds tracked by Wall St. Rank hold MUNI as of Q1 2025.

Silver Oak Securities reported no remaining PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Silver Oak Securities sold 8,716 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $452K.
Silver Oak Securities first reported a position in PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund in Q3 2022 and held it in 9 quarters.
Silver Oak Securities's PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund position peaked at $537K in Q2 2023.
333 funds tracked by Wall St. Rank held PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.