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

First National Corp’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	-54,524	Closed	-$2.73M	–	167
2022 Q1	$2.73M	Sell	54,524 -6,447	-11%	-$326K	0.58%	41
2021 Q4	$3.12M	Buy	60,971 +1,534	+3%	+$78.6K	0.7%	37
2021 Q3	$3.05M	Buy	59,437 +40,280	+210%	+$2.07M	0.68%	32
2021 Q2	$978K	Sell	19,157 -47,668	-71%	-$2.45M	0.34%	55
2021 Q1	$3.43M	Buy	66,825 +35,691	+115%	+$1.84M	0.85%	29
2020 Q4	$1.6M	Buy	31,134 +4,121	+15%	+$211K	0.44%	47
2020 Q3	$2.09M	Buy	27,013 +7,856	+41%	+$403K	0.65%	32
2020 Q2	$978K	Buy	19,157 +10,670	+126%	+$540K	0.34%	55
2020 Q1	$600K	Sell	8,487 -12,995	-60%	-$657K	0.39%	60
2019 Q4	$1.09M	Buy	21,482 +187	+0.9%	+$9.47K	0.4%	45
2019 Q3	$1.08M	Buy	+21,295	New	+$1.08M	0.43%	45

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

First National Corp's SMMU Position: Q2 2022 in Review

First National Corp sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2022, closing a stake of 54,524 shares — an estimated $2.73M sold.

First National Corp first reported a position in SMMU in Q3 2019 and held it in 11 quarters. The position peaked at $3.43M in Q1 2021. 89 funds tracked by Wall St. Rank hold SMMU as of Q2 2022.

First National Corp reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
First National Corp sold 54,524 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $2.73M.
First National Corp first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2019 and held it in 11 quarters.
First National Corp's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $3.43M in Q1 2021.
89 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on First National Corp's 13F filing for Q2 2022, filed 18 Jul 2022.