Leelyn Smith’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Leelyn Smith’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
2024 Q1	–	Sell	-4,022	Closed	-$201K	–	133
2023 Q4	$201K	Buy	+4,022	New	+$199K	0.04%	121
2023 Q3	–	Sell	-11,808	Closed	-$585K	–	117
2023 Q2	$585K	Hold	11,808	–	–	0.14%	94
2023 Q1	$588K	Buy	11,808 +1,054	+10%	+$52.3K	0.15%	90
2022 Q4	$530K	Sell	10,754 -2,522	-19%	-$124K	0.15%	92
2022 Q3	$649K	Sell	13,276 -8,505	-39%	-$422K	0.22%	70
2022 Q2	$1.08M	Buy	21,781 +3,331	+18%	+$165K	0.28%	69
2022 Q1	$922K	Buy	18,450 +390	+2%	+$19.7K	0.24%	80
2021 Q4	$925K	Sell	18,060 -100	-0.6%	-$5.13K	0.25%	81
2021 Q3	$932K	Buy	18,160 +478	+3%	+$24.6K	0.27%	77
2021 Q2	$910K	Buy	17,682 +47	+0.3%	+$2.42K	0.27%	76
2021 Q1	$906K	Buy	17,635 +4,475	+34%	+$230K	0.27%	85
2020 Q4	$677K	Buy	13,160 +4,161	+46%	+$213K	0.22%	88
2020 Q3	$461K	Buy	8,999 +1,981	+28%	+$102K	0.16%	91
2020 Q2	$358K	Buy	7,018 +888	+14%	+$45K	0.15%	91
2020 Q1	$310K	Buy	6,130 +1,705	+39%	+$86.2K	0.17%	90
2019 Q4	$224	Buy	+4,425	New	+$224K	0.11%	104

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

CCM

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

Leelyn Smith's SMMU Position: Q1 2024 in Review

Leelyn Smith sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2024, closing a stake of 4,022 shares — an estimated $201K sold.

Leelyn Smith first reported a position in SMMU in Q4 2019 and held it in 16 quarters. The position peaked at $1.08M in Q2 2022. 139 funds tracked by Wall St. Rank hold SMMU as of Q1 2024.

Leelyn Smith reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Leelyn Smith sold 4,022 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2024, an estimated $201K.
Leelyn Smith first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2019 and held it in 16 quarters.
Leelyn Smith's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.08M in Q2 2022.
139 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2024.

Based on Leelyn Smith's 13F filing for Q1 2024, filed 14 May 2024.