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PIMCO Short Term Mncpl shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 27k 50.43
2025-09-30 $4.9M 98k 50.57
2025-06-30 $209k 4.2k 50.17

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

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