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PIMCO Intermediate Mun Bond Strat Fund shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of PIMCO Intermediate Mun Bond Strat Fund (MUNI) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in PIMCO Intermediate Mun Bond Strat Fund

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Intermediate Mun Bond Strat Fund held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Intermediate Mun Bond Strat Fund by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 62k 52.47
2023-12-31 $3.5M 65k 52.80
2022-09-30 $10M 200k 50.12
2022-06-30 $9.0M 175k 51.48
2022-03-31 $8.3M 156k 53.00

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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
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Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
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Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Apple Stock (AAPL)
Procter And Gamble Stock (PG)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Nvidia Corp Stock (NVDA)

View all positions for Legacy Financial Advisors

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

CWM
LPL Financial
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Towneley Capital Management, Inc / DE
Jpmorgan Chase & Co
Bailard
UBS Group
WCG Wealth Advisors
MBL Wealth
Honkamp Krueger Financial Services
Cercano Management
Dynasty Wealth Management
HighTower Advisors

View all funds holding PIMCO Intermediate Mun Bond Strat Fund