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

Econ 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	-19,561	Closed	-$975K	–	96
2024 Q4	$975K	Buy	+19,561	New	+$980K	0.56%	56

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 $320M AUM 21.88% 1-Year Est. Return

Econ Financial Services's SMMU Position: Q1 2025 in Review

Econ Financial Services sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 19,561 shares — an estimated $975K sold.

Econ Financial Services first reported a position in SMMU in Q4 2024 and held it in 1 quarter. The position peaked at $975K in Q4 2024. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

Econ 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.
Econ Financial Services sold 19,561 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $975K.
Econ Financial Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
Econ Financial Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $975K in Q4 2024.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Econ Financial Services's 13F filing for Q1 2025, filed 23 Apr 2025.