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

Birchcreek 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
2021
Q4 		– Sell
-4,070
Closed -$209K – 128
2021
Q3 		$209K Hold
4,070
– – 0.19% 115
2021
Q2 		$209K Buy
+4,070
New +$209K 0.2% 112

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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
RMDI
R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

Birchcreek Wealth Management's SMMU Position: Q4 2021 in Review

Birchcreek Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2021, closing a stake of 4,070 shares — an estimated $209K sold.

Birchcreek Wealth Management first reported a position in SMMU in Q2 2021 and held it in 2 quarters. The position peaked at $209K in Q3 2021. 88 funds tracked by Wall St. Rank hold SMMU as of Q4 2021.

  • Birchcreek Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,070 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2021, an estimated $209K.
  • Birchcreek Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2021 and held it in 2 quarters.
  • Birchcreek Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $209K in Q3 2021.
  • 88 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2021.

Based on Birchcreek Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.