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IFG Advisory’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

IFG Advisory’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
Q4 		– Sell
-4,324
Closed -$212K – 592
2023
Q3 		$212K Buy
+4,324
New +$213K 0.02% 508

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

IFG Advisory's SMMU Position: Q4 2023 in Review

IFG Advisory sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2023, closing a stake of 4,324 shares — an estimated $212K sold.

IFG Advisory first reported a position in SMMU in Q3 2023 and held it in 1 quarter. The position peaked at $212K in Q3 2023. 138 funds tracked by Wall St. Rank hold SMMU as of Q4 2023.

  • IFG Advisory reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • IFG Advisory sold 4,324 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $212K.
  • IFG Advisory first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • IFG Advisory's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $212K in Q3 2023.
  • 138 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.