Kelman-Lazarov »

PIMCO Intermediate Mun Bond Strat Fund shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in PIMCO Intermediate Mun Bond Strat Fund

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All positions including PIMCO Intermediate Mun Bond Strat Fund held by Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 76k 52.28
2025-06-30 $4.1M 79k 51.36
2025-03-31 $4.6M 90k 51.55
2024-12-31 $4.5M 87k 51.73
2024-09-30 $4.5M 85k 52.98
2024-06-30 $4.4M 85k 52.06
2024-03-31 $4.3M 83k 52.47
2023-12-31 $4.3M 81k 52.80
2023-09-30 $1.4M 28k 50.07
2023-06-30 $1.1M 21k 51.84
2023-03-31 $1.1M 21k 52.26
2022-12-31 $1.1M 21k 51.38
2021-12-31 $208k 3.7k 56.22
2021-09-30 $209k 3.7k 56.49
2021-06-30 $294k 5.2k 56.72
2021-03-31 $347k 6.2k 56.28
2020-12-31 $367k 6.5k 56.74
2020-09-30 $360k 6.4k 56.27
2020-06-30 $405k 7.3k 55.58
2020-03-31 $256k 4.7k 54.62
2019-12-31 $357k 6.5k 55.14
2019-09-30 $418k 7.6k 55.30
2019-06-30 $415k 7.6k 54.90
2019-03-31 $419k 7.8k 53.92
2018-12-31 $451k 8.5k 52.79
2018-09-30 $449k 8.5k 52.55
2018-06-30 $452k 8.5k 52.90
2018-03-31 $609k 12k 52.75
2017-12-31 $593k 11k 53.69
2017-09-30 $594k 11k 53.78
2017-06-30 $569k 11k 53.46
2017-03-31 $563k 11k 52.89
2016-12-31 $591k 11k 52.40
2016-09-30 $617k 11k 54.71
2016-06-30 $665k 12k 55.03
2016-03-31 $746k 14k 54.12

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kelman-Lazarov

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Morgan Stanley
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Dynasty Wealth Management
Cetera Investment Advisers
Colony
UBS Group
Stonebridge Financial Group
Raymond James Financial
MBL Wealth
Goss Wealth Management
Capital Analysts

View all funds holding PIMCO Intermediate Mun Bond Strat Fund