Magnolia Private Wealth »

PIMCO Intermediate Mun Bond Strat Fund shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private 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 Magnolia Private Wealth 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 Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 19k 52.41
2025-09-30 $1.0M 19k 52.28
2025-06-30 $1.1M 21k 51.36
2025-03-31 $404k 7.8k 51.55

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Avantis All Equity Markets Etf Etf (AVGE)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Microsoft Corp Stock (MSFT)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
CWM
WCG Wealth Advisors
Cetera Investment Advisers
Raymond James Financial
Thrivent Financial for Lutherans
Dynasty Wealth Management
Colony
UBS Group
Stonebridge Financial Group
HighTower Advisors
Goss Wealth Management
MBL Wealth

View all funds holding PIMCO Intermediate Mun Bond Strat Fund