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PIMCO Short Term Mncpl shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 72k 50.43
2025-09-30 $3.2M 64k 50.57
2025-06-30 $3.0M 61k 50.17
2025-03-31 $2.8M 56k 50.02
2024-12-31 $2.5M 50k 49.84

More positions owned by MBM Wealth Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust State Street Spd (SPYG)

View all positions for MBM Wealth Consultants

Top funds holding PIMCO Short Term Mncpl

Stonebridge Financial Group
Jpmorgan Chase & Co
Captrust Financial Advisors
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