HBK Sorce Advisory »

PIMCO Intermediate Mun Bond Strat Fund shares owned by HBK Sorce Advisory

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

Historical chart of HBK Sorce Advisory 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 HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO Intermediate Mun Bond Strat Fund by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-03-31 $314k 6.0k 52.26
2022-12-31 $653k 13k 51.38
2022-09-30 $388k 7.8k 50.06
2022-06-30 $399k 7.8k 51.48
2021-06-30 $216k 3.8k 56.84

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for HBK Sorce Advisory

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

CWM
Bank of America Corporation
Wells Fargo & Company
Towneley Capital Management, Inc / DE
Bailard
Jpmorgan Chase & Co
UBS Group
WCG Wealth Advisors
Advisor Group Holdings
Honkamp Krueger Financial Services
MBL Wealth
HighTower Advisors
Goelzer Investment Management
Sand Hill Advisors
McKinley Carter Wealth Services

View all funds holding PIMCO Intermediate Mun Bond Strat Fund