LGT Financial Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

LGT Financial Advisors’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
2025 Q1	–	Sell	-1,975	Closed	-$98.4K	–	665
2024 Q4	$98.4K	Hold	1,975	–	–	0.22%	91
2024 Q3	$99.7K	Hold	1,975	–	–	0.25%	73
2024 Q2	$98.5K	Hold	1,975	–	–	0.21%	85
2024 Q1	$98.6K	Hold	1,975	–	–	0.11%	177
2023 Q4	$98.8K	Hold	1,975	–	–	0.12%	162
2023 Q3	$96.7K	Hold	1,975	–	–	0.12%	160
2023 Q2	$97.8K	Buy	+1,975	New	+$97.9K	0.1%	138
2023 Q1	–	Sell	-1,975	Closed	-$97.4K	–	178
2022 Q4	$97.4K	Buy	+1,975	New	+$96.9K	0.11%	119

Other funds holding SMMU

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

LGT Financial Advisors's SMMU Position: Q1 2025 in Review

LGT Financial Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 1,975 shares — an estimated $98.4K sold.

LGT Financial Advisors first reported a position in SMMU in Q4 2022 and held it in 8 quarters. The position peaked at $99.7K in Q3 2024. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

LGT Financial Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 1,975 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $98.4K.
LGT Financial Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 8 quarters.
LGT Financial Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $99.7K in Q3 2024.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.