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	-12,323	Closed	-$616K	–	66
2022 Q1	$616K	Buy	12,323 +16	+0.1%	+$810	0.33%	42
2021 Q4	$1M	Buy	+12,307	New	+$631K	0.58%	34

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 12,323 shares — an estimated $616K 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 $1M in Q4 2021. 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 12,323 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $616K.
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 $1M in Q4 2021.
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.