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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

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20250.8M1M1.2M1.4M15k20k25k
Value ($)Share countHistorical MUNI position of Williams & Novak Source: stockzoa.comValue ($)Share count

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
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

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Sypris Solutions (SYPR)
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Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
CWM
LPL Financial
Wells Fargo & Company
Dynasty Wealth Management
UBS Group
Stonebridge Financial Group
Colony
WCG Wealth Advisors
Raymond James Financial
MBL Wealth
Thrivent Financial for Lutherans
Cetera Investment Advisers

View all funds holding PIMCO Intermediate Mun Bond Strat Fund