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PIMCO Short Term Mncpl shares owned by IAM Advisory

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by IAM Advisory from 13F filings

Historical chart of IAM Advisory investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by IAM Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 33k 49.90
2023-12-31 $891k 18k 50.03
2023-09-30 $873k 18k 48.95
2023-06-30 $754k 15k 49.53
2023-03-31 $755k 15k 49.78
2022-12-31 $743k 15k 49.30

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View all positions for IAM Advisory

Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
Biltmore Wealth Management
Captrust Financial Advisors
HPM Partners
Advisor Group Holdings
Condor Capital Management
Goldman Sachs Group
Wells Fargo & Company
Jane Street
TD Capital Management
CarsonAllaria Wealth Management
Stifel Financial
Flow Traders US

View all funds holding PIMCO Short Term Mncpl