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Pimco CA Municipal Income Fund shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Pimco CA Municipal Income Fund (PCQ) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Pimco CA Municipal Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco CA Municipal Income Fund held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco CA Municipal Income Fund by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2k 252 8.72

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Pimco CA Municipal Income Fund

Rivernorth Capital Management
Karpus Investment Management
Advisors Asset Management
Saba Capital Management
Hennion & Walsh Asset Management
Guggenheim Capital, LLC Managers
Deschutes Portfolio Strategy
Toronto-Dominion Bank
Logan Stone Capital
Williams & Novak
Fiera Capital Corporation
Morgan Stanley
Sit Investment Associates
Bank of New York Mellon
LPL Financial

View all funds holding Pimco CA Municipal Income Fund