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

Boyd 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
2025 Q1	–	Sell	-17,497	Closed	-$872K	–	49
2024 Q4	$872K	Buy	17,497 +46	+0.3%	+$2.3K	0.43%	26
2024 Q3	$881K	Buy	+17,451	New	+$876K	0.45%	27
2023 Q2	–	Sell	-16,702	Closed	-$831K	–	43
2023 Q1	$831K	Sell	16,702 -1,264	-7%	-$62.7K	0.58%	22
2022 Q4	$886K	Buy	17,966 +4,060	+29%	+$199K	0.65%	22
2022 Q3	$679K	Sell	13,906 -77	-0.6%	-$3.82K	0.54%	24
2022 Q2	$694K	Buy	+13,983	New	+$692K	0.57%	26

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 $281M AUM 18.28% 1-Year Est. Return

Boyd Wealth Management's SMMU Position: Q1 2025 in Review

Boyd Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 17,497 shares — an estimated $872K sold.

Boyd Wealth Management first reported a position in SMMU in Q2 2022 and held it in 6 quarters. The position peaked at $886K in Q4 2022. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

Boyd Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Boyd Wealth Management sold 17,497 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $872K.
Boyd Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and held it in 6 quarters.
Boyd Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $886K in Q4 2022.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Boyd Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.