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PIMCO Short Term Mncpl shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial 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 Morris Financial 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 Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $114k 2.2k 50.57
2025-06-30 $100k 2.0k 50.17
2025-03-31 $60k 1.2k 50.02

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)

View all positions for Morris Financial Concepts

Top funds holding PIMCO Short Term Mncpl

Morgan Stanley
Stonebridge Financial Group
Jpmorgan Chase & Co
Captrust Financial Advisors
Dynasty Wealth Management
Wealth Enhancement Advisory Services
Cetera Investment Advisers
CWM
Sagespring Wealth Partners
LPL Financial
Biltmore Wealth Management
TD Capital Management
Advisor Group Holdings
Raymond James Financial
Wells Fargo & Company

View all funds holding PIMCO Short Term Mncpl