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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
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 Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)

View all positions for McAdam

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Bank of America Corporation
CWM
Morgan Stanley
Wells Fargo & Company
Jpmorgan Chase & Co
LPL Financial
Towneley Capital Management, Inc / DE
Colony
WCG Wealth Advisors
Cercano Management
Bailard
MBL Wealth
Thrivent Financial for Lutherans
Honkamp Krueger Financial Services
Quotient Wealth Partners

View all funds holding PIMCO Intermediate Mun Bond Strat Fund