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

Impact Partnership Wealth’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
Q3 		– Sell
-795
Closed -$39.3K – 982
2023
Q2 		$39.4K Buy
+795
New +$39.4K 0.01% 276

Other funds holding SMMU

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's SMMU Position: Q3 2023 in Review

Impact Partnership Wealth sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2023, closing a stake of 795 shares — an estimated $39.3K sold.

Impact Partnership Wealth first reported a position in SMMU in Q2 2023 and held it in 1 quarter. The position peaked at $39.4K in Q2 2023. 128 funds tracked by Wall St. Rank hold SMMU as of Q3 2023.

  • Impact Partnership Wealth reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 795 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2023, an estimated $39.3K.
  • Impact Partnership Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $39.4K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.