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

Palladium 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
2022
Q1 		$23.5M Sell
470,433
-113,055
-19% -$5.72M 1.03% 24
2021
Q4 		$29.9M Buy
583,488
+123,058
+27% +$6.31M 1.22% 18
2021
Q3 		$23.6M Buy
+460,430
New +$23.7M 1.08% 25

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
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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 $231M AUM 20.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Palladium Partners's SMMU Position: Q1 2022 in Review

Palladium Partners reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 19% in Q1 2022, selling an estimated $5.72M and leaving 470,433 shares worth $23.5M. The position accounts for 1.03% of the portfolio, ranked #24.

Palladium Partners first reported a position in SMMU in Q3 2021 and has held it in 3 quarters since. The position peaked at $29.9M in Q4 2021. 83 funds tracked by Wall St. Rank hold SMMU as of Q1 2022.

  • Palladium Partners held 470,433 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $23.5M as of Q1 2022.
  • Palladium Partners sold 113,055 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $5.72M.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 1.03% of Palladium Partners's portfolio in Q1 2022, its #24 holding.
  • Palladium Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 3 quarters since.
  • Palladium Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $29.9M 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 Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.