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

Evergreen Capital 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
2022 Q2	–	Sell	-5,000	Closed	-$250K	–	675
2022 Q1	$250K	Hold	5,000	–	–	0.01%	539
2021 Q4	$256K	Buy	+5,000	New	+$256K	0.01%	516

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Evergreen Capital Management's SMMU Position: Q2 2022 in Review

Evergreen Capital Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2022, closing a stake of 5,000 shares — an estimated $250K sold.

Evergreen Capital Management first reported a position in SMMU in Q4 2021 and held it in 2 quarters. The position peaked at $256K in Q4 2021. 89 funds tracked by Wall St. Rank hold SMMU as of Q2 2022.

Evergreen Capital Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Evergreen Capital Management sold 5,000 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $250K.
Evergreen Capital Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
Evergreen Capital Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $256K in Q4 2021.
89 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on Evergreen Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.