American Portfolios Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

American Portfolios Advisors’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
2022 Q3	$39.8K	Buy	815 +201	+33%	+$9.97K	﹤0.01%	1840
2022 Q2	$30.5K	Hold	614	–	–	﹤0.01%	2019
2022 Q1	$30.7K	Hold	614	–	–	﹤0.01%	2133
2021 Q4	$31.5K	Sell	614 -143	-19%	-$7.33K	﹤0.01%	2108
2021 Q3	$38.8K	Hold	757	–	–	﹤0.01%	1914
2021 Q2	$38.9K	Sell	757 -7,303	-91%	-$376K	﹤0.01%	1863
2021 Q1	$414K	Sell	8,060 -8,413	-51%	-$433K	0.02%	730
2020 Q4	$848K	Buy	16,473 +13,587	+471%	+$697K	0.04%	394
2020 Q3	$148K	Sell	2,886 -10	-0.3%	-$513	0.01%	921
2020 Q2	$148K	Sell	2,896 -1,509	-34%	-$76.4K	0.01%	853
2020 Q1	$223K	Sell	4,405 -5,501	-56%	-$278K	0.02%	610
2019 Q4	$501K	Buy	9,906 +2,026	+26%	+$103K	0.04%	413
2019 Q3	$399K	Buy	7,880 +1,373	+21%	+$69.6K	0.03%	466
2019 Q2	$329K	Buy	6,507 +1,611	+33%	+$81.1K	0.03%	542
2019 Q1	$247K	Buy	+4,896	New	+$245K	0.02%	577

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OIA

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

American Portfolios Advisors's SMMU Position: Q3 2022 in Review

American Portfolios Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 33% in Q3 2022, buying an estimated $9.97K and bringing the position to 815 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

American Portfolios Advisors first reported a position in SMMU in Q1 2019 and has held it in 15 quarters since. The position peaked at $848K in Q4 2020. 102 funds tracked by Wall St. Rank hold SMMU as of Q3 2022.

American Portfolios Advisors held 815 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $39.8K as of Q3 2022.
American Portfolios Advisors bought 201 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $9.97K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1840 holding.
American Portfolios Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $848K in Q4 2020.
102 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.