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PIMCO Short Term Mncpl shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of PIMCO Short Term Mncpl (SMMU) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 51k 50.45
2024-12-31 $3.0M 59k 49.84

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Top funds holding PIMCO Short Term Mncpl

Morgan Stanley
Bank of America Corporation
Stonebridge Financial Group
Captrust Financial Advisors
CWM
Cetera Investment Advisers
LPL Financial
Biltmore Wealth Management
TD Capital Management
John A. Wolfe & Associates
Advisor Group Holdings
Raymond James Financial
Wells Fargo & Company
Condor Capital Management
Sagespring Wealth Partners

View all funds holding PIMCO Short Term Mncpl