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PIMCO Intermediate Mun Bond Strat Fund shares owned by Legacy Capital Wealth Partners

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

Historical chart of Legacy Capital Wealth 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 Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 25k 50.07
2023-03-31 $1.2M 23k 52.26

More positions owned by Legacy Capital Wealth Partners

J.B. Hunt Transport Services (JBHT)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Gbl Min Vol (ACWV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
EOG Resources (EOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Legacy Capital Wealth 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