Main Street Financial Solutions’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Main Street Financial Solutions’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 Q2	–	Sell	-5,300	Closed	-$265K	–	486
2022 Q1	$265K	Sell	5,300 -800	-13%	-$40.5K	0.04%	376
2021 Q4	$313K	Hold	6,100	–	–	0.04%	367
2021 Q3	$313K	Hold	6,100	–	–	0.05%	356
2021 Q2	$314K	Hold	6,100	–	–	0.05%	347
2021 Q1	$313K	Hold	6,100	–	–	0.06%	316
2020 Q4	$314K	Buy	+6,100	New	+$313K	0.06%	284

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

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

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

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Main Street Financial Solutions's SMMU Position: Q2 2022 in Review

Main Street Financial Solutions sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2022, closing a stake of 5,300 shares — an estimated $265K sold.

Main Street Financial Solutions first reported a position in SMMU in Q4 2020 and held it in 6 quarters. The position peaked at $314K in Q2 2021. 89 funds tracked by Wall St. Rank hold SMMU as of Q2 2022.

Main Street Financial Solutions reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Main Street Financial Solutions sold 5,300 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $265K.
Main Street Financial Solutions first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2020 and held it in 6 quarters.
Main Street Financial Solutions's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $314K in Q2 2021.
89 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on Main Street Financial Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.