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

Private Ocean’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 Q2	–	Sell	-1,950	Closed	-$97K	–	643
2022 Q1	$97K	Hold	1,950	–	–	0.01%	175
2021 Q4	$100K	Buy	+1,950	New	+$99.9K	0.01%	181

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

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

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

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Private Ocean's SMMU Position: Q2 2022 in Review

Private Ocean sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2022, closing a stake of 1,950 shares — an estimated $97K sold.

Private Ocean first reported a position in SMMU in Q4 2021 and held it in 2 quarters. The position peaked at $100K in Q4 2021. 89 funds tracked by Wall St. Rank hold SMMU as of Q2 2022.

Private Ocean reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Private Ocean sold 1,950 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $97K.
Private Ocean first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
Private Ocean's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $100K in Q4 2021.
89 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on Private Ocean's 13F filing for Q2 2022, filed 25 Jul 2022.