AC
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AIFG Consultants’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

AIFG Consultants’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
2025
Q4 		$2.49M Buy
49,332
+1,620
+3% +$81.8K 4.27% 5
2025
Q3 		$2.41M Buy
47,712
+5,371
+13% +$271K 4.25% 6
2025
Q2 		$2.12M Buy
42,341
+143
+0.3% +$7.13K 4.14% 5
2025
Q1 		$2.11M Buy
42,198
+1,533
+4% +$76.7K 3.48% 8
2024
Q4 		$2.03M Buy
+40,665
New +$2.04M 3.31% 10
2023
Q3 		– Sell
-47,190
Closed -$2.34M – 41
2023
Q2 		$2.34M Buy
47,190
+1,175
+3% +$58.2K 1.88% 12
2023
Q1 		$2.29M Sell
46,015
-17,833
-28% -$885K 1.94% 13
2022
Q4 		$3.15M Buy
+63,848
New +$3.13M 3.07% 12

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $65.1M AUM