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BHF RG Capital’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

BHF RG Capital’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
-20,731
Closed -$1.06M – 39
2020
Q4 		$1.06M Sell
20,731
-1,052
-5% -$53.9K 0.8% 21
2020
Q3 		$1.11M Sell
21,783
-8,115
-27% -$416K 0.94% 19
2020
Q2 		$1.52M Buy
+29,898
New +$1.51M 1.45% 22

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
MW
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

BHF RG Capital's SMMU Position: Q1 2021 in Review

BHF RG Capital sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2021, closing a stake of 20,731 shares — an estimated $1.06M sold.

BHF RG Capital first reported a position in SMMU in Q2 2020 and held it in 3 quarters. The position peaked at $1.52M in Q2 2020. 72 funds tracked by Wall St. Rank hold SMMU as of Q1 2021.

  • BHF RG Capital reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2021 after selling out during the quarter.
  • BHF RG Capital sold 20,731 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2021, an estimated $1.06M.
  • BHF RG Capital first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2020 and held it in 3 quarters.
  • BHF RG Capital's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.52M in Q2 2020.
  • 72 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2021.

Based on BHF RG Capital's 13F filing for Q1 2021, filed 4 May 2021.