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PIMCO Short Term Mncpl shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 21k 50.17

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View all positions for Triad Wealth Partners

Top funds holding PIMCO Short Term Mncpl

Morgan Stanley
Captrust Financial Advisors
Bank of America Corporation
Stonebridge Financial Group
CWM
Cetera Investment Advisers
Jpmorgan Chase & Co
LPL Financial
Wealth Enhancement Advisory Services
Raymond James Financial
Biltmore Wealth Management
John A. Wolfe & Associates
Advisor Group Holdings
TD Capital Management
Wells Fargo & Company

View all funds holding PIMCO Short Term Mncpl