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

Intergy Private 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
2022
Q4 		– Sell
-19,719
Closed -$963K – 69
2022
Q3 		$963K Buy
+19,719
New +$978K 0.68% 31

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Intergy Private Wealth's SMMU Position: Q4 2022 in Review

Intergy Private Wealth sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2022, closing a stake of 19,719 shares — an estimated $963K sold.

Intergy Private Wealth first reported a position in SMMU in Q3 2022 and held it in 1 quarter. The position peaked at $963K in Q3 2022. 112 funds tracked by Wall St. Rank hold SMMU as of Q4 2022.

  • Intergy Private Wealth reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Intergy Private Wealth sold 19,719 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2022, an estimated $963K.
  • Intergy Private Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and held it in 1 quarter.
  • Intergy Private Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $963K in Q3 2022.
  • 112 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2022.

Based on Intergy Private Wealth's 13F filing for Q4 2022, filed 19 Jan 2023.