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

Bouchey 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 Q2	–	Sell	-4,720	Closed	-$236K	–	149
2025 Q1	$236K	Hold	4,720	–	–	0.02%	121
2024 Q4	$236K	Hold	4,720	–	–	0.02%	123
2024 Q3	$238K	Hold	4,720	–	–	0.02%	131
2024 Q2	$235K	Hold	4,720	–	–	0.02%	123
2024 Q1	$236K	Hold	4,720	–	–	0.02%	123
2023 Q4	$237K	Hold	4,720	–	–	0.03%	120
2023 Q3	$231K	Buy	+4,720	New	+$233K	0.03%	109
2016 Q3	–	Sell	-5,140	Closed	-$260K	–	63
2016 Q2	$260K	Hold	5,140	–	–	0.11%	54
2016 Q1	$260K	Hold	5,140	–	–	0.11%	51
2015 Q4	$258K	Buy	5,140 +750	+17%	+$37.8K	0.11%	52
2015 Q3	$221K	Hold	4,390	–	–	0.11%	53
2015 Q2	$220K	Hold	4,390	–	–	0.09%	57
2015 Q1	$221K	Sell	4,390 -2,250	-34%	-$113K	0.1%	55
2014 Q4	$333K	Sell	6,640 -50	-0.7%	-$2.52K	0.16%	47
2014 Q3	$337K	Sell	6,690 -5,900	-47%	-$298K	0.17%	51
2014 Q2	$635K	Sell	12,590 -1,000	-7%	-$50.4K	0.34%	43
2014 Q1	$684K	Sell	13,590 -200	-1%	-$10.1K	0.42%	44
2013 Q4	$695K	Buy	+13,790	New	+$693K	0.49%	41

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bouchey Financial Group's SMMU Position: Q2 2025 in Review

Bouchey Financial Group sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2025, closing a stake of 4,720 shares — an estimated $236K sold.

Bouchey Financial Group first reported a position in SMMU in Q4 2013 and held it in 18 quarters. The position peaked at $695K in Q4 2013. 170 funds tracked by Wall St. Rank hold SMMU as of Q2 2025.

Bouchey Financial Group reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Bouchey Financial Group sold 4,720 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $236K.
Bouchey Financial Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2013 and held it in 18 quarters.
Bouchey Financial Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $695K in Q4 2013.
170 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Bouchey Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.