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PIMCO Intermediate Mun Bond Strat Fund shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors 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 LifeGoal Wealth Advisors 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 LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 20k 88.26
2025-03-31 $209k 4.1k 51.55

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View all positions for LifeGoal Wealth Advisors

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

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

View all funds holding PIMCO Intermediate Mun Bond Strat Fund