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Old Mission Capital’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Old Mission Capital’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
-11,279
Closed -$578K – 1565
2021
Q4 		$578K Sell
11,279
-3,381
-23% -$173K 0.02% 590
2021
Q3 		$752K Sell
14,660
-12,592
-46% -$648K 0.03% 471
2021
Q2 		$1.4M Sell
27,252
-13,779
-34% -$709K 0.05% 336
2021
Q1 		$2.11M Buy
+41,031
New +$2.11M 0.12% 212

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

Old Mission Capital's SMMU Position: Q1 2022 in Review

Old Mission Capital sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2022, closing a stake of 11,279 shares — an estimated $578K sold.

Old Mission Capital first reported a position in SMMU in Q1 2021 and held it in 4 quarters. The position peaked at $2.11M in Q1 2021. 83 funds tracked by Wall St. Rank hold SMMU as of Q1 2022.

  • Old Mission Capital reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Old Mission Capital sold 11,279 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $578K.
  • Old Mission Capital first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2021 and held it in 4 quarters.
  • Old Mission Capital's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.11M in Q1 2021.
  • 83 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2022.

Based on Old Mission Capital's 13F filing for Q1 2022, filed 13 May 2022.