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

Belpointe Asset 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
-4,411
Closed -$222K – 1022
2024
Q4 		$222K Sell
4,411
-11
-0.2% -$551 0.01% 776
2024
Q3 		$223K Buy
4,422
+32
+0.7% +$1.61K 0.01% 774
2024
Q2 		$219K Sell
4,390
-247
-5% -$12.3K 0.02% 697
2024
Q1 		$231K Buy
4,637
+34
+0.7% +$1.7K 0.02% 696
2023
Q4 		$230K Buy
4,603
+35
+0.8% +$1.73K 0.02% 619
2023
Q3 		$224K Buy
+4,568
New +$226K 0.02% 564
2023
Q2 		– Sell
-3,646
Closed -$182K – 2941
2023
Q1 		$182K Sell
3,646
-986
-21% -$48.9K 0.01% 990
2022
Q4 		$228K Buy
4,632
+750
+19% +$36.8K 0.01% 836
2022
Q3 		$190K Buy
3,882
+748
+24% +$37.1K 0.01% 863
2022
Q2 		$156K Sell
3,134
-194
-6% -$9.6K 0.01% 928
2022
Q1 		$166K Buy
3,328
+700
+27% +$35.4K 0.01% 980
2021
Q4 		$135K Sell
2,628
-2,766
-51% -$142K 0.01% 1071
2021
Q3 		$277K Sell
5,394
-377
-7% -$19.4K 0.02% 726
2021
Q2 		$297K Buy
5,771
+3,502
+154% +$180K 0.02% 671
2021
Q1 		$116K Buy
+2,269
New +$117K 0.01% 944

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
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

Belpointe Asset Management's SMMU Position: Q1 2025 in Review

Belpointe Asset Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 4,411 shares — an estimated $222K sold.

Belpointe Asset Management first reported a position in SMMU in Q1 2021 and held it in 15 quarters. The position peaked at $297K in Q2 2021. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

  • Belpointe Asset Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 4,411 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $222K.
  • Belpointe Asset Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2021 and held it in 15 quarters.
  • Belpointe Asset Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $297K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.