Sandy Spring Bank’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Sandy Spring Bank’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
2025 Q1	$64.7K	Sell	1,293 -3,323	-72%	-$166K	﹤0.01%	527
2024 Q4	$230K	Buy	4,616 +188	+4%	+$9.42K	0.01%	357
2024 Q3	$224K	Buy	4,428 +845	+24%	+$42.4K	0.01%	366
2024 Q2	$179K	Buy	+3,583	New	+$178K	0.01%	380

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Sandy Spring Bank's SMMU Position: Q1 2025 in Review

Sandy Spring Bank reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 72% in Q1 2025, selling an estimated $166K and leaving 1,293 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Sandy Spring Bank first reported a position in SMMU in Q2 2024 and has held it in 4 quarters since. The position peaked at $230K in Q4 2024. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

Sandy Spring Bank held 1,293 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $64.7K as of Q1 2025.
Sandy Spring Bank sold 3,323 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2025, an estimated $166K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #527 holding.
Sandy Spring Bank first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 4 quarters since.
Sandy Spring Bank's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $230K in Q4 2024.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.