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Pimco CA Muni. Income Fund III shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Pimco CA Muni. Income Fund III (PZC) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Pimco CA Muni. Income Fund III

Tip: Access up to 7 years of quarterly data

All positions including Pimco CA Muni. Income Fund III held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco CA Muni. Income Fund III by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6k 343 7.59
2023-12-31 $2.5k 343 7.37
2023-09-30 $2.3k 343 6.85
2023-06-30 $2.7k 343 7.82
2023-03-31 $2.6k 343 7.72
2022-12-31 $2.9k 343 8.35
2022-09-30 $3.0k 343 8.75
2022-06-30 $3.0k 343 8.75

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)

View all positions for Mascoma Wealth Management

Top funds holding Pimco CA Muni. Income Fund III

Advisors Asset Management
Hennion & Walsh Asset Management
Guggenheim Capital, LLC Managers
UBS Group
Rivernorth Capital Management
Core Wealth Partners
Landscape Capital Management
Bank of America Corporation
Rockefeller Capital Management
Raymond James & Associates
Sowell Financial Services
Wells Fargo & Company
Wolverine Asset Management
Intellectus Partners
Raymond James Financial Services Advisors

View all funds holding Pimco CA Muni. Income Fund III