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PIMCO Short Term Mncpl shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $254k 5.0k 50.50
2024-06-30 $251k 5.0k 49.87
2024-03-31 $251k 5.0k 49.90
2023-12-31 $231k 4.6k 50.02

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Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
Morgan Stanley
Cetera Investment Advisers
Biltmore Wealth Management
Captrust Financial Advisors
LPL Financial
HPM Partners
TD Capital Management
Wells Fargo & Company
Condor Capital Management
Websterrogers Financial Advisors
Stifel Financial
CarsonAllaria Wealth Management

View all funds holding PIMCO Short Term Mncpl