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PIMCO Short Term Mncpl shares owned by SWMG

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

Historical chart of SWMG investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by SWMG

Quarter filed Position value Share count Share price at filing
2025-12-31 $300k 5.9k 50.75
2022-09-30 $1.1M 23k 48.86
2022-03-31 $2.8M 56k 49.99
2021-12-31 $2.9M 57k 51.23
2021-09-30 $2.4M 46k 51.29
2021-06-30 $2.3M 44k 51.46

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for SWMG

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