Bleakley Financial Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Bleakley Financial Group’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	-4,086	Closed	-$204K	–	913
2024 Q4	$204K	Buy	+4,086	New	+$205K	0.01%	946

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 $320M AUM 21.88% 1-Year Est. Return

Bleakley Financial Group's SMMU Position: Q1 2025 in Review

Bleakley Financial Group sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 4,086 shares — an estimated $204K sold.

Bleakley Financial Group first reported a position in SMMU in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

Bleakley Financial Group reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 4,086 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $204K.
Bleakley Financial Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
Bleakley Financial Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $204K in Q4 2024.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.