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Freedom Wealth Alliance’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-2,874
Closed -$142K – 387
2022
Q4 		$142K Buy
+2,874
New +$141K 0.2% 74

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedom Wealth Alliance's SMMU Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2023, closing a stake of 2,874 shares — an estimated $142K sold.

Freedom Wealth Alliance first reported a position in SMMU in Q4 2022 and held it in 1 quarter. The position peaked at $142K in Q4 2022. 123 funds tracked by Wall St. Rank hold SMMU as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,874 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $142K.
  • Freedom Wealth Alliance first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $142K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.