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SMMUSMMU
5 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in PIMCO ETF TR

Integrated Wealth Concepts LLC holds 142,552 shares of SMMU (PIMCO ETF TR), worth $7.2M as of 2026-Q2. The position was increased (+7.3% shares). SMMU represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.2M

Current Shares

142,552

Total Value Change

+$7M

Total Shares Change

+138,396

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
142,552
+7.3%
$7.2M0.0%$50.25
29
2026-Q1
Increased
132,807
+398.3%
$6.7M0.1%$49.84
44
2025-Q4
Decreased
26,651
-72.7%
$1.3M0.0%$49.60
0
2025-Q3
Increased
97,553
+2247.3%
$4.9M0.0%$49.26
43
2025-Q2
New
4,156
-
$208,5170.0%$48.53
32

Other major holders of SMMU: MORGAN STANLEY

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