Dean Jacobson Financial Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Dean Jacobson Financial Services’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	-4,503	Closed	-$224K	–	13
2024 Q4	$224K	Hold	4,503	–	–	0.17%	9
2024 Q3	$227K	Hold	4,503	–	–	0.17%	11
2024 Q2	$225K	Hold	4,503	–	–	0.18%	10
2024 Q1	$225K	Hold	4,503	–	–	0.18%	9
2023 Q4	$225K	Sell	4,503 -2,116	-32%	-$104K	0.19%	9
2023 Q3	$324K	Hold	6,619	–	–	0.3%	11
2023 Q2	$328K	Buy	+6,619	New	+$328K	0.3%	7

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

Dean Jacobson Financial Services's SMMU Position: Q1 2025 in Review

Dean Jacobson Financial Services sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 4,503 shares — an estimated $224K sold.

Dean Jacobson Financial Services first reported a position in SMMU in Q2 2023 and held it in 7 quarters. The position peaked at $328K in Q2 2023. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

Dean Jacobson Financial Services reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Dean Jacobson Financial Services sold 4,503 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $224K.
Dean Jacobson Financial Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2023 and held it in 7 quarters.
Dean Jacobson Financial Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $328K in Q2 2023.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Dean Jacobson Financial Services's 13F filing for Q1 2025, filed 28 Apr 2025.