Paradigm Financial Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Paradigm Financial Advisors’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
2021 Q4	$393K	Hold	7,675	–	–	0.09%	142
2021 Q3	$394K	Hold	7,675	–	–	0.09%	140
2021 Q2	$395K	Hold	7,675	–	–	0.09%	140
2021 Q1	$394K	Buy	+7,675	New	+$395K	0.1%	133

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RMDI

R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

Paradigm Financial Advisors's SMMU Position: Q4 2021 in Review

Paradigm Financial Advisors held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q4 2021 at 7,675 shares worth $393K. The position accounts for 0.09% of the portfolio, ranked #142.

Paradigm Financial Advisors first reported a position in SMMU in Q1 2021 and has held it in 4 quarters since. The position peaked at $395K in Q2 2021. 88 funds tracked by Wall St. Rank hold SMMU as of Q4 2021.

Paradigm Financial Advisors held 7,675 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $393K as of Q4 2021.
Paradigm Financial Advisors left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q4 2021.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.09% of Paradigm Financial Advisors's portfolio in Q4 2021, its #142 holding.
Paradigm Financial Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2021 and has held it in 4 quarters since.
Paradigm Financial Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $395K in Q2 2021.
88 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.