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PIMCO Intermediate Mun Bond Strat Fund shares owned by EP Wealth Advisors

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

Historical chart of EP 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 EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 50k 52.60
2026-03-31 $765k 15k 52.19
2025-12-31 $1.0M 19k 52.41
2025-06-30 $1.0M 20k 51.36
2025-03-31 $549k 11k 51.55
2024-12-31 $550k 11k 51.73
2024-09-30 $564k 11k 52.98
2024-06-30 $554k 11k 52.06
2024-03-31 $558k 11k 52.47
2023-12-31 $562k 11k 52.80
2023-09-30 $295k 5.9k 50.07
2022-06-30 $255k 5.0k 51.52