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PIMCO Intermediate Mun Bond Strat Fund shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of PIMCO Intermediate Mun Bond Strat Fund (MUNI) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning 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 Wealth & Retirement Planning 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 Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $772k 15k 52.26
2022-12-31 $1.2M 23k 51.38
2022-09-30 $368k 7.4k 50.05