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ShoreHaven Wealth Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

ShoreHaven Wealth Partners’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
Q1 		– Sell
-10,357
Closed -$511K – 85
2022
Q4 		$511K Buy
+10,357
New +$508K 0.36% 52

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ShoreHaven Wealth Partners's SMMU Position: Q1 2023 in Review

ShoreHaven Wealth Partners sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2023, closing a stake of 10,357 shares — an estimated $511K sold.

ShoreHaven Wealth Partners first reported a position in SMMU in Q4 2022 and held it in 1 quarter. The position peaked at $511K in Q4 2022. 123 funds tracked by Wall St. Rank hold SMMU as of Q1 2023.

  • ShoreHaven Wealth Partners reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 10,357 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2023, an estimated $511K.
  • ShoreHaven Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $511K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2023, filed 14 Apr 2023.