HPM Partners »

PIMCO Intermediate Mun Bond Strat Fund shares owned by HPM Partners

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

Historical chart of HPM 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.0M 95k 52.95
2023-09-30 $4.2M 84k 50.07
2023-06-30 $4.0M 76k 51.84
2023-03-31 $2.7M 52k 52.11
2022-12-31 $1.5M 29k 51.51
2022-09-30 $1.3M 25k 50.11

More positions owned by HPM Partners

Vanguard Index Fds Ex Trd Eq Fd (VOO)
Apple (AAPL)
Microsoft Corp Stock (MSFT)
Procter And Gamble Stock (PG)
Spdr S&p 500 Etf Tr Equity (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Etf (IEFA)
Credit Accep Corp Mich Stock (CACC)
Amazon Stock Put Option (Principal) (AMZN)
Ishares Tr Etf (QUAL)
Nvidia Corporation Stock (NVDA)
Schwab Strategic Tr Equity (SCHX)
Alphabet Equity (GOOGL)
Alphabet Equity (GOOG)

View all positions for HPM Partners

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