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PIMCO Intermediate Mun Bond Strat Fund shares owned by Shotwell Rutter Baer

Quarter-by-quarter ownership of PIMCO Intermediate Mun Bond Strat Fund (MUNI) shares owned by Shotwell Rutter Baer from 13F filings

Historical chart of Shotwell Rutter Baer 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 Shotwell Rutter Baer 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 Shotwell Rutter Baer

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.9M 95k 52.11
2023-12-31 $2.7M 51k 52.78

More positions owned by Shotwell Rutter Baer

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)

View all positions for Shotwell Rutter Baer

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Morgan Stanley
LPL Financial
CWM
Bank of America Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Towneley Capital Management, Inc / DE
WCG Wealth Advisors
UBS Group
Bailard
MBL Wealth
Dynasty Wealth Management
Cercano Management
Honkamp Krueger Financial Services
Quotient Wealth Partners

View all funds holding PIMCO Intermediate Mun Bond Strat Fund