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

Gray Wealth Management’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	-4,561	Closed	-$228K	–	125
2022 Q1	$228K	Hold	4,561	–	–	0.12%	111
2021 Q4	$234K	Buy	+4,561	New	+$234K	0.12%	112
2021 Q3	–	Sell	-4,511	Closed	-$232K	–	122
2021 Q2	$232K	Sell	4,511 -450	-9%	-$23.1K	0.13%	102
2021 Q1	$255K	Hold	4,961	–	–	0.16%	90
2020 Q4	$255K	Hold	4,961	–	–	0.17%	82
2020 Q3	$254K	Hold	4,961	–	–	0.2%	78
2020 Q2	$252K	Hold	4,961	–	–	0.22%	77
2020 Q1	$251K	Buy	+4,961	New	+$251K	0.28%	73

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

Gray Wealth Management's SMMU Position: Q2 2022 in Review

Gray Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2022, closing a stake of 4,561 shares — an estimated $228K sold.

Gray Wealth Management first reported a position in SMMU in Q1 2020 and held it in 8 quarters. The position peaked at $255K in Q1 2021. 89 funds tracked by Wall St. Rank hold SMMU as of Q2 2022.

Gray Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Gray Wealth Management sold 4,561 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $228K.
Gray Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 8 quarters.
Gray Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $255K 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 Gray Wealth Management's 13F filing for Q2 2022, filed 3 Jan 2023.