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PIMCO Intermediate Mun Bond Strat Fund shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment Management 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 Tortoise Investment Management 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $597k 11k 52.41
2025-09-30 $596k 11k 52.28
2025-06-30 $396k 7.7k 51.36
2024-03-31 $11k 200 52.47
2023-12-31 $11k 200 52.43
2023-09-30 $61k 1.2k 50.07
2023-06-30 $115k 2.2k 51.84
2023-03-31 $77k 1.5k 52.26
2022-12-31 $81k 1.6k 51.38
2022-09-30 $83k 1.7k 49.97
2022-06-30 $105k 2.0k 51.45
2022-03-31 $572k 11k 52.96
2021-12-31 $856k 15k 56.23
2021-09-30 $352k 6.2k 56.37
2021-06-30 $354k 6.2k 56.69
2021-03-31 $346k 6.2k 56.22
2020-12-31 $309k 5.4k 56.80
2020-09-30 $306k 5.4k 56.25
2020-06-30 $273k 4.9k 55.60
2019-12-31 $160k 2.9k 55.17
2019-06-30 $159k 2.9k 54.83
2019-03-31 $157k 2.9k 54.14
2018-12-31 $254k 4.8k 52.75
2018-09-30 $450k 8.6k 52.54
2018-06-30 $453k 8.6k 52.89
2018-03-31 $492k 9.3k 52.82
2017-12-31 $607k 11k 53.65
2017-09-30 $609k 11k 53.82
2017-06-30 $635k 12k 53.47
2017-03-31 $628k 12k 52.88
2016-12-31 $717k 14k 52.43
2016-09-30 $446k 8.1k 54.89
2016-06-30 $348k 6.3k 55.15
2016-03-31 $342k 6.3k 54.20
2015-12-31 $341k 6.3k 54.04
2015-09-30 $336k 6.3k 53.25
2015-06-30 $374k 7.1k 52.80
2015-03-31 $604k 11k 53.83
2014-12-31 $543k 10k 53.66
2014-09-30 $160k 3.0k 53.33

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Tortoise Investment Management

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
CWM
WCG Wealth Advisors
Cetera Investment Advisers
Raymond James Financial
Thrivent Financial for Lutherans
Dynasty Wealth Management
Colony
UBS Group
Stonebridge Financial Group
HighTower Advisors
Goss Wealth Management
MBL Wealth

View all funds holding PIMCO Intermediate Mun Bond Strat Fund