Landmark Wealth Management (New York)’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Landmark Wealth Management (New York)’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 Q2	–	Sell	-24,646	Closed	-$628K	–	156
2022 Q1	$628K	Buy	24,646 +12,339	+100%	+$624K	0.33%	43
2021 Q4	$1K	Buy	+12,307	New	+$631K	0.58%	34

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

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

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

CCM

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Landmark Wealth Management (New York)'s SMMU Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2022, closing a stake of 24,646 shares — an estimated $628K sold.

Landmark Wealth Management (New York) first reported a position in SMMU in Q4 2021 and held it in 2 quarters. The position peaked at $628K in Q1 2022. 89 funds tracked by Wall St. Rank hold SMMU as of Q2 2022.

Landmark Wealth Management (New York) reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Landmark Wealth Management (New York) sold 24,646 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $628K.
Landmark Wealth Management (New York) first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
Landmark Wealth Management (New York)'s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $628K in Q1 2022.
89 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.