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PIMCO Intermediate Mun Bond Strat Fund shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial Concepts 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 Morris Financial Concepts 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 Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $439k 8.4k 52.41
2025-09-30 $401k 7.7k 52.28
2025-06-30 $300k 5.8k 51.36
2025-03-31 $132k 2.6k 51.55

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)

View all positions for Morris Financial Concepts

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