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PIMCO Intermediate Mun Bond Strat Fund shares owned by McAdam

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

Historical chart of McAdam investment in PIMCO Intermediate Mun Bond Strat Fund

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All positions including PIMCO Intermediate Mun Bond Strat Fund held by McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 27k 52.28
2025-06-30 $1.4M 27k 51.36
2025-03-31 $1.4M 27k 51.55
2024-12-31 $1.8M 35k 51.73
2024-09-30 $1.6M 31k 52.98
2024-06-30 $1.6M 30k 52.06
2024-03-31 $2.0M 37k 52.47
2023-12-31 $2.0M 37k 52.80
2023-09-30 $2.0M 41k 50.07
2023-06-30 $2.1M 40k 51.84
2023-03-31 $2.1M 40k 52.26

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

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