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PIMCO Intermediate Mun Bond Strat Fund shares owned by Private Wealth Group

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

Historical chart of Private Wealth Group 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 Private Wealth Group 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 Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 5.4k 52.28
2025-06-30 $375k 7.3k 51.36
2025-03-31 $432k 8.4k 51.55
2024-12-31 $435k 8.4k 51.73

More positions owned by Private Wealth Group

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust S&p Divid Etf (SDY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli Intrmdit (SPTI)

View all positions for Private Wealth Group

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