Avior Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-51	Closed	-$2.54K	–	2074
2024 Q4	$2.54K	Hold	51	–	–	﹤0.01%	2074
2024 Q3	$2.58K	Hold	51	–	–	﹤0.01%	1936
2024 Q2	$2.54K	Sell	51 -839	-94%	-$41.8K	﹤0.01%	1896
2024 Q1	$44.4K	Buy	890 +839	+1,645%	+$42K	﹤0.01%	1275
2023 Q4	$2.55K	Hold	51	–	–	﹤0.01%	1274
2023 Q3	$2.51K	Hold	51	–	–	﹤0.01%	1358
2023 Q2	$2.54K	Sell	51 -2,104	-98%	-$104K	﹤0.01%	1333
2023 Q1	$107K	Buy	2,155 +1,956	+983%	+$97K	0.01%	627
2022 Q4	$9.81K	Hold	199	–	–	﹤0.01%	856
2022 Q3	$9K	Buy	+199	New	+$9.87K	﹤0.01%	870

Other funds holding SMMU

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Avior Wealth Management's SMMU Position: Q1 2025 in Review

Avior Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 51 shares — an estimated $2.54K sold.

Avior Wealth Management first reported a position in SMMU in Q3 2022 and held it in 10 quarters. The position peaked at $107K in Q1 2023. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

Avior Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 51 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $2.54K.
Avior Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and held it in 10 quarters.
Avior Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $107K in Q1 2023.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.