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

First Heartland Consultants’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
2024 Q4	–	Sell	-5,636	Closed	-$285K	–	500
2024 Q3	$285K	Hold	5,636	–	–	0.03%	349
2024 Q2	$281	Hold	5,636	–	–	0.02%	357
2024 Q1	$281K	Hold	5,636	–	–	0.03%	346
2023 Q4	$282K	Sell	5,636 -2,091	-27%	-$103K	0.03%	296
2023 Q3	$378K	Sell	7,727 -836	-10%	-$41.3K	0.05%	251
2023 Q2	$424K	Sell	8,563 -286	-3%	-$14.2K	0.06%	233
2023 Q1	$441K	Sell	8,849 -602	-6%	-$29.9K	0.07%	223
2022 Q4	$466K	Buy	9,451 +1,098	+13%	+$53.9K	0.08%	205
2022 Q3	$408	Buy	+8,353	New	+$414K	0.04%	212
2021 Q1	–	Sell	-18,000	Closed	-$926K	–	409
2020 Q4	$926K	Sell	18,000 -129,580	-88%	-$6.64M	0.15%	108
2020 Q3	$7.57M	Buy	+147,580	New	+$7.56M	1.43%	18

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

BWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

First Heartland Consultants's SMMU Position: Q4 2024 in Review

First Heartland Consultants sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2024, closing a stake of 5,636 shares — an estimated $285K sold.

First Heartland Consultants first reported a position in SMMU in Q3 2020 and held it in 11 quarters. The position peaked at $7.57M in Q3 2020. 171 funds tracked by Wall St. Rank hold SMMU as of Q4 2024.

First Heartland Consultants reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 5,636 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $285K.
First Heartland Consultants first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2020 and held it in 11 quarters.
First Heartland Consultants's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $7.57M in Q3 2020.
171 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.