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PIMCO Intermediate Mun Bond Strat Fund shares owned by Beta Wealth

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

Historical chart of Beta Wealth 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 Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 80k 52.80
2023-09-30 $3.0M 59k 50.07
2023-06-30 $3.0M 59k 51.84
2023-03-31 $1.7M 32k 52.26
2014-03-31 $262k 5.0k 52.66
2013-12-31 $475k 9.2k 51.77

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View all positions for Beta Wealth

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
Honkamp Krueger Financial Services
MBL Wealth
HighTower Advisors
Goelzer Investment Management
Sand Hill Advisors
McKinley Carter Wealth Services

View all funds holding PIMCO Intermediate Mun Bond Strat Fund