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PIMCO Intermediate Mun Bond Strat Fund shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 29k 52.47
2023-12-31 $1.5M 29k 52.80
2023-09-30 $1.5M 29k 50.07
2023-06-30 $1.5M 29k 51.84
2023-03-31 $1.5M 29k 52.26
2022-12-31 $1.5M 29k 51.38

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

CWM
Bank of America Corporation
Wells Fargo & Company
Towneley Capital Management, Inc / DE
Bailard
Jpmorgan Chase & Co
UBS Group
WCG Wealth Advisors
Advisor Group Holdings
MBL Wealth
Honkamp Krueger Financial Services
HighTower Advisors
Sand Hill Advisors
McKinley Carter Wealth Services
Goelzer Investment Management

View all funds holding PIMCO Intermediate Mun Bond Strat Fund