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PIMCO Short Term Mncpl shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 69k 50.03
2023-09-30 $2.5M 51k 48.95
2023-06-30 $1.5M 31k 49.53
2023-03-31 $1.1M 23k 49.78

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Gnma Bond Etf (GNMA)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Kelman-Lazarov

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