Palo Alto Wealth Advisors »

PIMCO Intermediate Mun Bond Strat Fund shares owned by Palo Alto Wealth Advisors

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

Historical chart of Palo Alto 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 Palo Alto Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO Intermediate Mun Bond Strat Fund by Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $744k 14k 52.66
2025-06-30 $702k 14k 51.36
2025-03-31 $637k 13k 51.06
2024-12-31 $644k 12k 51.87
2024-09-30 $246k 4.7k 52.34
2024-06-30 $242k 4.6k 52.06
2024-03-31 $232k 4.4k 52.46

More positions owned by Palo Alto Wealth Advisors

Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Apple (AAPL)
Microsoft Corporation (MSFT)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Ishares Tr Rus 1000 Etf (IWB)
Servicenow (NOW)

View all positions for Palo Alto Wealth Advisors

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Morgan Stanley
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Dynasty Wealth Management
Cetera Investment Advisers
Colony
UBS Group
Stonebridge Financial Group
Raymond James Financial
MBL Wealth
Goss Wealth Management
Capital Analysts

View all funds holding PIMCO Intermediate Mun Bond Strat Fund