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PIMCO Short Term Mncpl shares owned by Wealth CMT

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

Historical chart of Wealth CMT investment in PIMCO Short Term Mncpl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in PIMCO Short Term Mncpl by Wealth CMT

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.0M 41k 49.52
2022-12-31 $2.3M 47k 49.28
2022-09-30 $2.3M 47k 48.86
2022-06-30 $2.1M 42k 49.62

More positions owned by Wealth CMT

Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)

View all positions for Wealth CMT

Top funds holding PIMCO Short Term Mncpl

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
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
Krasney Financial

View all funds holding PIMCO Short Term Mncpl