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PIMCO Intermediate Mun Bond Strat Fund shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment 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 Summit Investment Advisors 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 Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $711k 14k 52.80
2023-09-30 $640k 13k 50.07
2023-06-30 $510k 9.8k 51.84
2023-03-31 $456k 8.7k 52.26
2022-12-31 $346k 6.7k 51.38

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View all positions for Summit Investment Advisors

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

CWM
Bank of America Corporation
Wells Fargo & Company
Towneley Capital Management, Inc / DE
Bailard
Jpmorgan Chase & Co
UBS Group
WCG Wealth Advisors
Advisor Group Holdings
Honkamp Krueger Financial Services
MBL Wealth
HighTower Advisors
Goelzer Investment Management
Sand Hill Advisors
McKinley Carter Wealth Services

View all funds holding PIMCO Intermediate Mun Bond Strat Fund