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PIMCO Intermediate Mun Bond Strat Fund shares owned by Brandywine Oak Private Wealth

Quarter-by-quarter ownership of PIMCO Intermediate Mun Bond Strat Fund (MUNI) shares owned by Brandywine Oak Private Wealth from 13F filings

Historical chart of Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $572k 11k 52.47
2023-12-31 $547k 10k 52.80
2022-09-30 $210k 4.2k 49.96

More positions owned by Brandywine Oak Private Wealth

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Brandywine Oak Private Wealth

Top funds holding PIMCO Intermediate Mun Bond Strat Fund

CWM
LPL Financial
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Towneley Capital Management, Inc / DE
Jpmorgan Chase & Co
Bailard
UBS Group
WCG Wealth Advisors
MBL Wealth
Honkamp Krueger Financial Services
Cercano Management
Dynasty Wealth Management
HighTower Advisors

View all funds holding PIMCO Intermediate Mun Bond Strat Fund