Lincoln National Corp’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-4,723	Closed	-$236K	–	963
2024 Q1	$236K	Buy	4,723 +32	+0.7%	+$1.6K	﹤0.01%	1074
2023 Q4	$235K	Buy	4,691 +21	+0.4%	+$1.04K	﹤0.01%	981
2023 Q3	$229K	Hold	4,670	–	–	﹤0.01%	903
2023 Q2	$231K	Hold	4,670	–	–	﹤0.01%	901
2023 Q1	$232K	Hold	4,670	–	–	﹤0.01%	867
2022 Q4	$230K	Hold	4,670	–	–	0.01%	824
2022 Q3	$228K	Buy	+4,670	New	+$232K	0.01%	765

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BWM

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

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

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

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Lincoln National Corp's SMMU Position: Q2 2024 in Review

Lincoln National Corp sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2024, closing a stake of 4,723 shares — an estimated $236K sold.

Lincoln National Corp first reported a position in SMMU in Q3 2022 and held it in 7 quarters. The position peaked at $236K in Q1 2024. 142 funds tracked by Wall St. Rank hold SMMU as of Q2 2024.

Lincoln National Corp reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 4,723 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $236K.
Lincoln National Corp first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and held it in 7 quarters.
Lincoln National Corp's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $236K in Q1 2024.
142 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.