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PIMCO Intermediate Mun Bond Strat Fund shares owned by Quotient Wealth Partners

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

Historical chart of Quotient Wealth Partners 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 Quotient Wealth Partners 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 Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 373k 52.98
2024-06-30 $18M 338k 52.06
2024-03-31 $16M 309k 52.47
2023-12-31 $12M 232k 52.80

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Quotient Wealth Partners

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
Colony
WCG Wealth Advisors
Cercano Management
Bailard
MBL Wealth
Thrivent Financial for Lutherans
Honkamp Krueger Financial Services
Quotient Wealth Partners

View all funds holding PIMCO Intermediate Mun Bond Strat Fund