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PIMCO Intermediate Mun Bond Strat Fund shares owned by OakTrust Wealth Advisors

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

Historical chart of OakTrust Wealth Advisors 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 OakTrust Wealth Advisors 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 OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 4.0k 52.19

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Spdr Series Trust State Street Spd (SPTS)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
World Gold Tr Spdr Gld Minis (GLDM)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (BILS)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
WCG Wealth Advisors
CWM
Envestnet Asset Management
Cetera Investment Advisers
UBS Group
Raymond James Financial
HighTower Advisors
Thrivent Financial for Lutherans
Stonebridge Financial Group
Colony
Dynasty Wealth Management

View all funds holding PIMCO Intermediate Mun Bond Strat Fund