International Assets Investment Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

International Assets Investment 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
2020 Q3	–	Sell	-4,970	Closed	-$254K	–	440
2020 Q2	$254K	Sell	4,970 -3,000	-38%	-$152K	0.06%	262
2020 Q1	$403K	Buy	+7,970	New	+$403K	0.12%	162

Other funds holding SMMU

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

International Assets Investment Management's SMMU Position: Q3 2020 in Review

International Assets Investment Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2020, closing a stake of 4,970 shares — an estimated $254K sold.

International Assets Investment Management first reported a position in SMMU in Q1 2020 and held it in 2 quarters. The position peaked at $403K in Q1 2020. 59 funds tracked by Wall St. Rank hold SMMU as of Q3 2020.

International Assets Investment Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
International Assets Investment Management sold 4,970 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2020, an estimated $254K.
International Assets Investment Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 2 quarters.
International Assets Investment Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $403K in Q1 2020.
59 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2020.

Based on International Assets Investment Management's 13F filing for Q3 2020, filed 21 Oct 2020.