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NorthRock Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

NorthRock Partners’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
Q4 		– Sell
-15,000
Closed -$758K – 858
2024
Q3 		$758K Buy
+15,000
New +$753K 0.02% 264

Other funds holding SMMU

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

NorthRock Partners's SMMU Position: Q4 2024 in Review

NorthRock Partners sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2024, closing a stake of 15,000 shares — an estimated $758K sold.

NorthRock Partners first reported a position in SMMU in Q3 2024 and held it in 1 quarter. The position peaked at $758K in Q3 2024. 171 funds tracked by Wall St. Rank hold SMMU as of Q4 2024.

  • NorthRock Partners reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 15,000 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $758K.
  • NorthRock Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • NorthRock Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $758K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.