Householder Group Estate & Retirement Specialist’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-7,532	Closed	-$380K	–	1119
2024 Q3	$380K	Buy	7,532 +6,704	+810%	+$336K	0.11%	170
2024 Q2	$41K	Hold	828	–	–	0.01%	517
2024 Q1	$41.3K	Hold	828	–	–	0.01%	510
2023 Q4	$41K	Hold	828	–	–	0.01%	499
2023 Q3	$40.5K	Buy	+828	New	+$40.9K	0.01%	495
2023 Q1	$41K	Buy	+828	New	+$41.1K	0.02%	477
2022 Q4	–	Sell	-843	Closed	-$41K	–	1000
2022 Q3	$41K	Buy	+843	New	+$41.8K	0.02%	438

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Householder Group Estate & Retirement Specialist's SMMU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2024, closing a stake of 7,532 shares — an estimated $380K sold.

Householder Group Estate & Retirement Specialist first reported a position in SMMU in Q3 2022 and held it in 7 quarters. The position peaked at $380K in Q3 2024. 171 funds tracked by Wall St. Rank hold SMMU as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 7,532 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $380K.
Householder Group Estate & Retirement Specialist first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $380K in Q3 2024.
171 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.