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Mach-1 Financial Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Mach-1 Financial Group’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
Q1 		– Sell
-2,205
Closed -$112K – 295
2021
Q4 		$112K Buy
+2,205
New +$113K 0.07% 38

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RMDI
R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

Mach-1 Financial Group's SMMU Position: Q1 2022 in Review

Mach-1 Financial Group sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2022, closing a stake of 2,205 shares — an estimated $112K sold.

Mach-1 Financial Group first reported a position in SMMU in Q4 2021 and held it in 1 quarter. The position peaked at $112K in Q4 2021. 83 funds tracked by Wall St. Rank hold SMMU as of Q1 2022.

  • Mach-1 Financial Group reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 2,205 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $112K.
  • Mach-1 Financial Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
  • Mach-1 Financial Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $112K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2022.

Based on Mach-1 Financial Group's 13F filing for Q1 2022, filed 6 May 2022.