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PIMCO Intermediate Mun Bond Strat Fund shares owned by Betterment

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

Historical chart of Betterment investment in PIMCO Intermediate Mun Bond Strat Fund

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All positions including PIMCO Intermediate Mun Bond Strat Fund held by Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 6.9k 52.28
2025-06-30 $349k 6.8k 51.40
2025-03-31 $438k 8.5k 51.54
2024-12-31 $346k 6.7k 51.77
2024-09-30 $342k 6.4k 53.06
2024-06-30 $358k 6.9k 52.06

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

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
Thrivent Financial for Lutherans

View all funds holding PIMCO Intermediate Mun Bond Strat Fund