Good Life Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Good Life Advisors’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 Q3	–	Sell	-4,274	Closed	-$213K	–	575
2024 Q2	$213K	Sell	4,274 -2,145	-33%	-$107K	0.02%	419
2024 Q1	$320K	Sell	6,419 -536	-8%	-$26.8K	0.03%	333
2023 Q4	$348K	Sell	6,955 -195	-3%	-$9.63K	0.03%	304
2023 Q3	$350K	Sell	7,150 -564	-7%	-$27.8K	0.04%	273
2023 Q2	$382K	Sell	7,714 -2	-0%	-$99	0.04%	267
2023 Q1	$384K	Buy	+7,716	New	+$383K	0.05%	248

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

BWM

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Good Life Advisors's SMMU Position: Q3 2024 in Review

Good Life Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2024, closing a stake of 4,274 shares — an estimated $213K sold.

Good Life Advisors first reported a position in SMMU in Q1 2023 and held it in 6 quarters. The position peaked at $384K in Q1 2023. 147 funds tracked by Wall St. Rank hold SMMU as of Q3 2024.

Good Life Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Good Life Advisors sold 4,274 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2024, an estimated $213K.
Good Life Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2023 and held it in 6 quarters.
Good Life Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $384K in Q1 2023.
147 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2024.

Based on Good Life Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.