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Monticello Wealth Management »

PIMCO Intermediate Mun Bond Strat Fund shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management 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 Monticello Wealth Management 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 Monticello Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$369k	7.0k	52.47
2024-06-30	$366k	7.0k	52.06
2024-03-31	$369k	7.0k	52.47
2023-12-31	$371k	7.0k	52.80
2023-09-30	$322k	6.4k	50.07

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Core S&p500 Etf (IVV)

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

Dimensional Etf Trust Us Equity Etf (DFUS)

Victory Portfolios Ii Core Intrmediate (UBND)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Ishares Tr Msci Usa Mmentm (MTUM)

Ishares Tr Core S&p Ttl Stk (ITOT)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

Spdr Ser Tr Portfolio S&p400 (SPMD)

Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

Goldman Sachs Etf Tr Activebeta Us (GSSC)

Goldman Sachs Etf Tr Activebeta Int (GSIE)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

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

Thrivent Financial for Lutherans

Honkamp Krueger Financial Services

Quotient Wealth Partners

View all funds holding PIMCO Intermediate Mun Bond Strat Fund

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