Advisory Services Network’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Advisory Services Network’s Portfolio SMMU Stock Details SMMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-207	Closed	-$11K	–	2706
2020 Q4	$11K	Hold	207	–	–	﹤0.01%	2399
2020 Q3	$11K	Buy	+207	New	+$10.6K	﹤0.01%	2391
2020 Q2	–	Sell	-207	Closed	-$10K	–	2486
2020 Q1	$10K	Buy	+207	New	+$10.5K	﹤0.01%	2215

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

RMDI

R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisory Services Network's SMMU Position: Q1 2021 in Review

Advisory Services Network sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2021, closing a stake of 207 shares — an estimated $11K sold.

Advisory Services Network first reported a position in SMMU in Q1 2020 and held it in 3 quarters. The position peaked at $11K in Q4 2020. 72 funds tracked by Wall St. Rank hold SMMU as of Q1 2021.

Advisory Services Network reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
Advisory Services Network sold 207 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2021, an estimated $11K.
Advisory Services Network first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 3 quarters.
Advisory Services Network's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $11K in Q4 2020.
72 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2021.

Based on Advisory Services Network's 13F filing for Q1 2021, filed 24 May 2021.