Evergreen Wealth Partners »

PIMCO Short Term Mncpl shares owned by Evergreen Wealth Partners

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

Historical chart of Evergreen Wealth Partners investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO Short Term Mncpl by Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $547k 11k 50.43

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Pgim Etf Tr Aaa Clo Etf (PAAA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Ishares Tr U.s. Med Dvc Etf (IHI)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr Muni Income Opp (MINO)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Evergreen Wealth Partners

Top funds holding PIMCO Short Term Mncpl

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

View all funds holding PIMCO Short Term Mncpl