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PIMCO Intermediate Mun Bond Strat Fund shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private 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 Crestmont Private 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 Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.6M 184k 52.28
2025-06-30 $9.3M 181k 51.36

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Crestmont Private Wealth

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