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PIMCO Intermediate Mun Bond Strat Fund shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management 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 AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1M 78k 52.19
2025-12-31 $8.0k 152 52.41
2025-09-30 $993 19 52.26
2025-06-30 $975 19 51.37
2025-03-31 $978 19 51.53
2024-12-31 $982 19 51.74

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)
Meta Platforms Cl A (META)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for AE Wealth Management

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
WCG Wealth Advisors
CWM
Envestnet Asset Management
Cetera Investment Advisers
UBS Group
Raymond James Financial
HighTower Advisors
Thrivent Financial for Lutherans
Stonebridge Financial Group
Colony
Dynasty Wealth Management

View all funds holding PIMCO Intermediate Mun Bond Strat Fund