L. Roy Papp & Associates’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

L. Roy Papp & Associates’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 Q3	–	Sell	-34,135	Closed	-$1.69M	–	170
2022 Q2	$1.69M	Hold	34,135	–	–	0.25%	74
2022 Q1	$1.71M	Sell	34,135 -3,931	-10%	-$199K	0.21%	78
2021 Q4	$1.95M	Hold	38,066	–	–	0.22%	78
2021 Q3	$1.95M	Hold	38,066	–	–	0.25%	74
2021 Q2	$1.96M	Sell	38,066 -770	-2%	-$39.6K	0.25%	75
2021 Q1	$1.99M	Hold	38,836	–	–	0.29%	70
2020 Q4	$2M	Buy	38,836 +20,988	+118%	+$1.08M	0.23%	74
2020 Q3	$915K	Hold	17,848	–	–	0.12%	98
2020 Q2	$911K	Hold	17,848	–	–	0.13%	96
2020 Q1	$903K	Hold	17,848	–	–	0.16%	91
2019 Q4	$904K	Hold	17,848	–	–	0.13%	101
2019 Q3	$904K	Hold	17,848	–	–	0.14%	97
2019 Q2	$903K	Buy	+17,848	New	+$898K	0.14%	100

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OIA

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

L. Roy Papp & Associates's SMMU Position: Q3 2022 in Review

L. Roy Papp & Associates sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2022, closing a stake of 34,135 shares — an estimated $1.69M sold.

L. Roy Papp & Associates first reported a position in SMMU in Q2 2019 and held it in 13 quarters. The position peaked at $2M in Q4 2020. 102 funds tracked by Wall St. Rank hold SMMU as of Q3 2022.

L. Roy Papp & Associates reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
L. Roy Papp & Associates sold 34,135 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $1.69M.
L. Roy Papp & Associates first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2019 and held it in 13 quarters.
L. Roy Papp & Associates's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2M in Q4 2020.
102 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on L. Roy Papp & Associates's 13F filing for Q3 2022, filed 21 Oct 2022.