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PIMCO Intermediate Mun Bond Strat Fund shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group 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 Marshall Financial Group 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 Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $780k 15k 52.28
2025-06-30 $765k 15k 51.25
2025-03-31 $772k 15k 51.55
2024-12-31 $349k 6.8k 51.73

More positions owned by Marshall Financial Group

Ssga Active Tr Spdr Loomis Sayl (OBND)
Janus Detroit Str Tr Henderson Securi (JSI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Pshs Ult S&p 500 (SSO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Broadcom (AVGO)

View all positions for Marshall Financial Group

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