Garden State Investment Advisory Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Garden State Investment Advisory 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	-25,300	Closed	-$1.27M	–	314
2024 Q4	$1.27M	Buy	25,300 +31	+0.1%	+$1.55K	0.38%	59
2024 Q3	$1.28M	Sell	25,269 -1,273	-5%	-$63.9K	0.41%	56
2024 Q2	$1.32M	Sell	26,542 -1,931	-7%	-$96.1K	0.46%	48
2024 Q1	$1.42M	Sell	28,473 -1,738	-6%	-$86.9K	0.52%	45
2023 Q4	$1.52M	Buy	30,211 +277	+0.9%	+$13.7K	0.6%	37
2023 Q3	$1.47M	Sell	29,934 -3,816	-11%	-$188K	0.67%	31
2023 Q2	$1.67M	Sell	33,750 -351	-1%	-$17.4K	0.66%	29
2023 Q1	$1.7M	Buy	34,101 +1,524	+5%	+$75.6K	0.73%	26
2022 Q4	$1.61M	Buy	+32,577	New	+$1.6M	0.95%	20

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

Garden State Investment Advisory Services's SMMU Position: Q1 2025 in Review

Garden State Investment Advisory Services sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 25,300 shares — an estimated $1.27M sold.

Garden State Investment Advisory Services first reported a position in SMMU in Q4 2022 and held it in 9 quarters. The position peaked at $1.7M in Q1 2023. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

Garden State Investment Advisory Services reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 25,300 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $1.27M.
Garden State Investment Advisory Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 9 quarters.
Garden State Investment Advisory Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.7M in Q1 2023.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2025, filed 15 May 2025.