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PIMCO Short Term Mncpl shares owned by Summit Financial Consulting

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

Historical chart of Summit Financial Consulting investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Short Term Mncpl held by Summit Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PIMCO Short Term Mncpl by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $641k 13k 50.57
2025-06-30 $598k 12k 50.17
2025-03-31 $545k 11k 50.02

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Ishares Tr Us Telecom Etf (IYZ)
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Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Summit Financial Consulting

Top funds holding PIMCO Short Term Mncpl

Morgan Stanley
Stonebridge Financial Group
Jpmorgan Chase & Co
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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