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PIMCO Short Term Mncpl shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty 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 Dynasty 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 Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $40M 792k 50.57
2025-03-31 $22M 433k 50.02
2024-12-31 $6.2M 125k 49.84
2024-06-30 $1.9M 38k 49.87
2024-03-31 $314k 6.3k 49.90

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Dynasty Wealth Management

Top funds holding PIMCO Short Term Mncpl

Morgan Stanley
Stonebridge Financial Group
Jpmorgan Chase & Co
Captrust Financial Advisors
Dynasty Wealth Management
Wealth Enhancement Advisory Services
Cetera Investment Advisers
CWM
Sagespring Wealth Partners
LPL Financial
Biltmore Wealth Management
TD Capital Management
Advisor Group Holdings
Raymond James Financial
Wells Fargo & Company

View all funds holding PIMCO Short Term Mncpl