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PIMCO Intermediate Mun Bond Strat Fund shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone Wealth Management 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 Cornerstone Wealth Management 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 Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 44k 52.47
2023-12-31 $2.3M 44k 52.80
2023-09-30 $2.3M 46k 50.07
2023-06-30 $2.5M 49k 51.84
2023-03-31 $2.4M 47k 52.26
2022-09-30 $3.0M 60k 50.12
2022-06-30 $2.8M 55k 51.48
2022-03-31 $4.2M 79k 53.00
2021-12-31 $3.9M 70k 56.19
2021-09-30 $4.0M 70k 56.38
2021-06-30 $4.1M 72k 56.76
2021-03-31 $3.9M 70k 56.20
2020-12-31 $4.0M 71k 56.73
2020-09-30 $3.5M 62k 56.20
2020-06-30 $3.2M 58k 55.63
2020-03-31 $2.0M 37k 54.54
2019-12-31 $1.8M 32k 55.20
2019-09-30 $1.7M 30k 55.29
2019-06-30 $1.7M 31k 54.87
2019-03-31 $270k 30k 9.01
2018-12-31 $1.5M 28k 52.85
2018-09-30 $32M 1.7M 18.62
2018-06-30 $26M 1.4M 18.96
2018-03-31 $1.5M 28k 52.69
2017-12-31 $1.6M 30k 53.57
2017-09-30 $1.7M 32k 53.78
2017-06-30 $1.5M 29k 53.36
2017-03-31 $1.1M 20k 52.96
2016-12-31 $945k 18k 52.42
2016-09-30 $627k 12k 54.73
2016-03-31 $214k 3.9k 54.69

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cornerstone Wealth Management

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