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PIMCO Intermediate Mun Bond Strat Fund shares owned by Benchmark Financial Wealth Advisors

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

Historical chart of Benchmark Financial Wealth 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 Benchmark Financial Wealth 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 Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.8M 73k 51.73
2024-09-30 $2.6M 49k 52.98
2024-06-30 $1.5M 29k 52.06
2024-03-31 $1.4M 27k 52.47

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Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Bank of America Corporation
CWM
Wells Fargo & Company
Jpmorgan Chase & Co
LPL Financial
UBS Group
Stonebridge Financial Group
HighTower Advisors
Colony
WCG Wealth Advisors
Cercano Management
Bailard
MBL Wealth
Thrivent Financial for Lutherans
Cetera Investment Advisers

View all funds holding PIMCO Intermediate Mun Bond Strat Fund