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PIMCO Intermediate Mun Bond Strat Fund shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of PIMCO Intermediate Mun Bond Strat Fund (MUNI) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $667k 13k 52.80
2023-09-30 $2.3M 46k 50.07
2023-06-30 $2.5M 48k 51.84
2023-03-31 $765k 15k 52.26
2022-12-31 $771k 15k 51.38

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

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