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

Planned Solutions’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	-64	Closed	-$3.23K	–	547
2024 Q3	$3.23K	Buy	+64	New	+$3.21K	﹤0.01%	525
2024 Q1	–	Sell	-215	Closed	-$10.8K	–	475
2023 Q4	$10.8K	Buy	+215	New	+$10.6K	0.01%	411
2021 Q1	–	Sell	-39	Closed	-$2K	–	349
2020 Q4	$2K	Sell	39 -42	-52%	-$2.15K	﹤0.01%	438
2020 Q3	$4K	Buy	+81	New	+$4.15K	﹤0.01%	292

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

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

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Planned Solutions's SMMU Position: Q4 2024 in Review

Planned Solutions sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2024, closing a stake of 64 shares — an estimated $3.23K sold.

Planned Solutions first reported a position in SMMU in Q3 2020 and held it in 4 quarters. The position peaked at $10.8K in Q4 2023. 171 funds tracked by Wall St. Rank hold SMMU as of Q4 2024.

Planned Solutions reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 64 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2024, an estimated $3.23K.
Planned Solutions first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2020 and held it in 4 quarters.
Planned Solutions's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $10.8K in Q4 2023.
171 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.