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Morton Brown Family Wealth »

PIMCO Intermediate Mun Bond Strat Fund shares owned by Morton Brown Family Wealth

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

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$6.2M	117k	52.98
2024-06-30	$1.5M	29k	52.35

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)

Avantis Emerging Markets Equity Etf Etf (AVEM)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Ishares National Muni Bond Etf Etf (MUB)

Avantis U.s. Small Cap Value Etf Etf (AVUV)

Spdr S&p 500 Etf Trust Etf (SPY)

Avantis International Small Cap Value Etf Etf (AVDV)

Schwab Intermediate-term Us Treasury Etf Etf (SCHR)

Ishares Global Reit Etf Etf (REET)

Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

Ishares Short-term National Muni Bond Etf Etf (SUB)

Vanguard Total International Bond Etf Etf (BNDX)

Pimco Intermed Muni Bond Etf (MUNI)

Schwab International Small-cap Equity Etf Etf (SCHC)

Vanguard Short-term Corporate Bond Etf Etf (VCSH)

View all positions for Morton Brown Family Wealth

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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