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

Sage Mountain 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
2024
Q1 		– Sell
-639
Closed -$32K – 424
2023
Q4 		$32K Buy
+639
New +$31.6K ﹤0.01% 317

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Sage Mountain Advisors's SMMU Position: Q1 2024 in Review

Sage Mountain Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2024, closing a stake of 639 shares — an estimated $32K sold.

Sage Mountain Advisors first reported a position in SMMU in Q4 2023 and held it in 1 quarter. The position peaked at $32K in Q4 2023. 139 funds tracked by Wall St. Rank hold SMMU as of Q1 2024.

  • Sage Mountain Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 639 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2024, an estimated $32K.
  • Sage Mountain Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • Sage Mountain Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $32K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2024.

Based on Sage Mountain Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.