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

Certuity’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
2022
Q1 		– Sell
-4,542
Closed -$233K – 324
2021
Q4 		$233K Sell
4,542
-3,478
-43% -$178K 0.05% 259
2021
Q3 		$411K Sell
8,020
-21
-0.3% -$1.08K 0.08% 198
2021
Q2 		$414K Buy
8,041
+272
+4% +$14K 0.1% 164
2021
Q1 		$399K Buy
7,769
+3,192
+70% +$164K 0.11% 144
2020
Q4 		$235K Buy
+4,577
New +$235K 0.08% 194

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RMDI
R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

Certuity's SMMU Position: Q1 2022 in Review

Certuity sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2022, closing a stake of 4,542 shares — an estimated $233K sold.

Certuity first reported a position in SMMU in Q4 2020 and held it in 5 quarters. The position peaked at $414K in Q2 2021. 83 funds tracked by Wall St. Rank hold SMMU as of Q1 2022.

  • Certuity reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Certuity sold 4,542 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $233K.
  • Certuity first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2020 and held it in 5 quarters.
  • Certuity's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $414K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2022.

Based on Certuity's 13F filing for Q1 2022, filed 6 May 2022.