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PIMCO Short Term Mncpl shares owned by Biltmore Wealth Management

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by Biltmore Wealth Management from 13F filings

Historical chart of Biltmore Wealth Management investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Short Term Mncpl held by Biltmore Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Short Term Mncpl by Biltmore Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $20M 408k 49.84
2024-09-30 $21M 406k 50.50
2024-06-30 $19M 375k 49.87
2024-03-31 $19M 369k 50.03
2023-12-31 $19M 369k 50.03
2023-09-30 $18M 359k 48.95
2023-06-30 $17M 345k 49.53

More positions owned by Biltmore Wealth Management

Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Cre U S Reit Etf (USRT)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Biltmore Wealth Management

Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
Morgan Stanley
CWM
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Stonebridge Financial Group
Captrust Financial Advisors
Biltmore Wealth Management
LPL Financial
HPM Partners
TD Capital Management
Condor Capital Management
Wells Fargo & Company
Raymond James Financial
Jpmorgan Chase & Co

View all funds holding PIMCO Short Term Mncpl