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M Holdings Securities’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

M Holdings Securities’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
2020
Q2 		– Sell
-93,265
Closed -$4.72M – 225
2020
Q1 		$4.72M Buy
+93,265
New +$4.72M 0.7% 35

Other funds holding SMMU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
BRC
BHF RG Capital Scottsdale, Arizona $150M AUM 18.4% 1-Year Est. Return

M Holdings Securities's SMMU Position: Q2 2020 in Review

M Holdings Securities sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2020, closing a stake of 93,265 shares — an estimated $4.72M sold.

M Holdings Securities first reported a position in SMMU in Q1 2020 and held it in 1 quarter. The position peaked at $4.72M in Q1 2020. 50 funds tracked by Wall St. Rank hold SMMU as of Q2 2020.

  • M Holdings Securities reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • M Holdings Securities sold 93,265 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2020, an estimated $4.72M.
  • M Holdings Securities first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2020 and held it in 1 quarter.
  • M Holdings Securities's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $4.72M in Q1 2020.
  • 50 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2020.

Based on M Holdings Securities's 13F filing for Q2 2020, filed 21 Aug 2020.