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

New Century 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
2025 Q1	–	Sell	-7,210	Closed	-$359K	–	283
2024 Q4	$359K	Sell	7,210 -491	-6%	-$24.6K	0.15%	180
2024 Q3	$389K	Buy	+7,701	New	+$386K	0.14%	186

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

New Century Financial Group's SMMU Position: Q1 2025 in Review

New Century Financial Group sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 7,210 shares — an estimated $359K sold.

New Century Financial Group first reported a position in SMMU in Q3 2024 and held it in 2 quarters. The position peaked at $389K in Q3 2024. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

New Century Financial Group reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
New Century Financial Group sold 7,210 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $359K.
New Century Financial Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 2 quarters.
New Century Financial Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $389K 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 New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.