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PIMCO Intermediate Mun Bond Strat Fund shares owned by Alpha Financial Partners

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

Historical chart of Alpha Financial Partners investment in PIMCO Intermediate Mun Bond Strat Fund

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All positions including PIMCO Intermediate Mun Bond Strat Fund held by Alpha Financial Partners 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 Alpha Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 27k 52.28
2025-06-30 $1.3M 25k 51.36
2025-03-31 $1.5M 28k 51.55
2024-12-31 $1.2M 23k 51.73
2024-06-30 $1.2M 22k 52.06
2024-03-31 $994k 19k 52.47
2023-12-31 $969k 18k 52.80

More positions owned by Alpha Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Quanta Services (PWR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Us Infrastruc (IFRA)
Neos Etf Trust Nasdaq 100 High (QQQI)

View all positions for Alpha Financial Partners

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Morgan Stanley
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Dynasty Wealth Management
Cetera Investment Advisers
Colony
UBS Group
Stonebridge Financial Group
Raymond James Financial
MBL Wealth
Goss Wealth Management
Capital Analysts

View all funds holding PIMCO Intermediate Mun Bond Strat Fund