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PIMCO Intermediate Mun Bond Strat Fund shares owned by Williams & Novak

Quarter-by-quarter ownership of PIMCO Intermediate Mun Bond Strat Fund (MUNI) shares owned by Williams & Novak from 13F filings

Historical chart of Williams & Novak 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 Williams & Novak 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 Williams & Novak

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 25k 52.28
2025-06-30 $919k 18k 51.36
2025-03-31 $802k 16k 51.56
2024-12-31 $771k 15k 51.73
2024-09-30 $1.4M 26k 52.98
2024-06-30 $1.3M 25k 52.06
2024-03-31 $913k 17k 52.80
2023-12-31 $913k 17k 52.80

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Pimco CA Municipal Income Fund (PCQ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Municipal Income Fund II (PML)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Silver Tr Ishares (SLV)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Morgan Stanley
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
CWM
Envestnet Asset Management
Dynasty Wealth Management
Cetera Investment Advisers
Colony
UBS Group
Stonebridge Financial Group
Raymond James Financial
MBL Wealth
Goss Wealth Management
Capital Analysts

View all funds holding PIMCO Intermediate Mun Bond Strat Fund