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

Clearview Wealth Advisors’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 Q3	–	Sell	-340	Closed	-$16.8K	–	546
2023 Q2	$16.8K	Hold	340	–	–	0.02%	298
2023 Q1	$16.9K	Sell	340 -100	-23%	-$4.96K	0.02%	297
2022 Q4	$21.7K	Sell	440 -60	-12%	-$2.94K	0.02%	237
2022 Q3	$24K	Hold	500	–	–	0.02%	234
2022 Q2	$25K	Sell	500 -180	-26%	-$8.91K	0.02%	250
2022 Q1	$34K	Sell	680 -1,150	-63%	-$58.2K	0.02%	240
2021 Q4	$94K	Sell	1,830 -190	-9%	-$9.74K	0.06%	159
2021 Q3	$104K	Buy	2,020 +550	+37%	+$28.3K	0.07%	158
2021 Q2	$76K	Buy	+1,470	New	+$75.6K	0.05%	200

Other funds holding SMMU

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

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearview Wealth Advisors's SMMU Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2023, closing a stake of 340 shares — an estimated $16.8K sold.

Clearview Wealth Advisors first reported a position in SMMU in Q2 2021 and held it in 9 quarters. The position peaked at $104K in Q3 2021. 128 funds tracked by Wall St. Rank hold SMMU as of Q3 2023.

Clearview Wealth Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 340 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2023, an estimated $16.8K.
Clearview Wealth Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $104K in Q3 2021.
128 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.