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PIMCO Intermediate Mun Bond Strat Fund shares owned by Keyvantage Wealth

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

Historical chart of Keyvantage Wealth 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 Keyvantage Wealth 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 Keyvantage Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 136k 52.28
2025-06-30 $6.9M 134k 51.36
2025-03-31 $7.0M 135k 51.55

More positions owned by Keyvantage Wealth

Schwab International Equity Etf Etf (SCHF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Active Value Etf Etf (JAVA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Mid-cap Etf Etf (VO)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Jpmorgan Municipal Etf Etf (JMUB)
Vanguard Small-cap Etf Etf (VB)
Dimensional Us Small Cap Value Etf Etf (DFSV)

View all positions for Keyvantage Wealth

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