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PIMCO Intermediate Mun Bond Strat Fund shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies 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 Financial Synergies 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 104k 52.98
2024-06-30 $5.4M 103k 52.06
2024-03-31 $5.4M 104k 52.47
2023-12-31 $4.2M 82k 51.38
2023-09-30 $4.9M 98k 50.07
2023-06-30 $4.4M 85k 51.84
2023-03-31 $4.3M 82k 52.26
2022-12-31 $4.2M 82k 51.38