Bond & Devick Financial Network’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Bond & Devick Financial Network’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
2023 Q2	–	Sell	-5,186	Closed	-$258K	–	129
2023 Q1	$258K	Sell	5,186 -1,634	-24%	-$81.1K	0.16%	111
2022 Q4	$336K	Sell	6,820 -4,468	-40%	-$219K	0.24%	88
2022 Q3	$552K	Sell	11,288 -442	-4%	-$21.9K	0.46%	48
2022 Q2	$582K	Buy	11,730 +4,135	+54%	+$205K	0.51%	50
2022 Q1	$380K	Buy	+7,595	New	+$384K	0.3%	74

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Bond & Devick Financial Network's SMMU Position: Q2 2023 in Review

Bond & Devick Financial Network sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2023, closing a stake of 5,186 shares — an estimated $258K sold.

Bond & Devick Financial Network first reported a position in SMMU in Q1 2022 and held it in 5 quarters. The position peaked at $582K in Q2 2022. 124 funds tracked by Wall St. Rank hold SMMU as of Q2 2023.

Bond & Devick Financial Network reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Bond & Devick Financial Network sold 5,186 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2023, an estimated $258K.
Bond & Devick Financial Network first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2022 and held it in 5 quarters.
Bond & Devick Financial Network's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $582K in Q2 2022.
124 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2023.

Based on Bond & Devick Financial Network's 13F filing for Q2 2023, filed 17 Jul 2023.