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
Download as csv Download as ExcelQuarterly 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 |
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