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PIMCO Intermediate Mun Bond Strat Fund shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 56k 52.98
2024-06-30 $2.9M 55k 52.06
2023-12-31 $2.9M 55k 52.54
2023-09-30 $2.9M 58k 50.07
2023-06-30 $3.0M 57k 51.84
2023-03-31 $2.9M 56k 52.26
2022-12-31 $3.0M 58k 51.38

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for SageView Advisory Group

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Bank of America Corporation
CWM
Wells Fargo & Company
Jpmorgan Chase & Co
LPL Financial
UBS Group
Stonebridge Financial Group
HighTower Advisors
Colony
WCG Wealth Advisors
Cercano Management
Bailard
MBL Wealth
Thrivent Financial for Lutherans
Cetera Investment Advisers

View all funds holding PIMCO Intermediate Mun Bond Strat Fund