Sheets Smith Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Sheets Smith Wealth Management’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
2023 Q4	–	Sell	-2,025	Closed	-$99.1K	–	472
2023 Q3	$99.1K	Buy	+2,025	New	+$100K	0.02%	346

Other funds holding SMMU

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCM

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

Sheets Smith Wealth Management's SMMU Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2023, closing a stake of 2,025 shares — an estimated $99.1K sold.

Sheets Smith Wealth Management first reported a position in SMMU in Q3 2023 and held it in 1 quarter. The position peaked at $99.1K in Q3 2023. 138 funds tracked by Wall St. Rank hold SMMU as of Q4 2023.

Sheets Smith Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,025 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $99.1K.
Sheets Smith Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
Sheets Smith Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $99.1K in Q3 2023.
138 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.