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PIMCO Intermediate Mun Bond Strat Fund shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 39k 51.73
2024-09-30 $1.6M 31k 52.98
2024-06-30 $2.1M 40k 52.06
2024-03-31 $2.2M 43k 52.47
2023-12-31 $2.0M 39k 52.80
2023-09-30 $936k 19k 50.07

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View all positions for Cyndeo Wealth Partners

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
CWM
LPL Financial
Wells Fargo & Company
Dynasty Wealth Management
UBS Group
Stonebridge Financial Group
Colony
WCG Wealth Advisors
Raymond James Financial
Cercano Management
Thrivent Financial for Lutherans
MBL Wealth

View all funds holding PIMCO Intermediate Mun Bond Strat Fund