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

Signify Wealth’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	-93,734	Closed	-$4.59M	–	39
2023 Q3	$4.59M	Sell	93,734 -81,452	-46%	-$4.02M	6.17%	4
2023 Q2	$8.68M	Buy	175,186 +12,410	+8%	+$615K	7.48%	4
2023 Q1	$8.1M	Buy	162,776 +8,024	+5%	+$398K	7.16%	5
2022 Q4	$7.63M	Buy	154,752 +10,074	+7%	+$494K	6.68%	5
2022 Q3	$7.07M	Buy	144,678 +1,934	+1%	+$95.9K	7.52%	5
2022 Q2	$7.08M	Buy	142,744 +66,128	+86%	+$3.27M	9.82%	4
2022 Q1	$7.8M	Sell	76,616 -378,943	-83%	-$19.2M	5.24%	6
2021 Q4	$23.3M	Buy	455,559 +247,966	+119%	+$12.7M	14.49%	2
2021 Q3	$10.6M	Buy	207,593 +39,262	+23%	+$2.02M	8.48%	5
2021 Q2	$8.66M	Sell	168,331 -8,222	-5%	-$423K	6.67%	5
2021 Q1	$9.07M	Buy	176,553 +42,249	+31%	+$2.17M	6.78%	5
2020 Q4	$6.91M	Buy	+134,304	New	+$6.89M	5.47%	8

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 $320M AUM 21.88% 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

Signify Wealth's SMMU Position: Q4 2023 in Review

Signify Wealth sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2023, closing a stake of 93,734 shares — an estimated $4.59M sold.

Signify Wealth first reported a position in SMMU in Q4 2020 and held it in 12 quarters. The position peaked at $23.3M in Q4 2021. 138 funds tracked by Wall St. Rank hold SMMU as of Q4 2023.

Signify Wealth reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Signify Wealth sold 93,734 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2023, an estimated $4.59M.
Signify Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2020 and held it in 12 quarters.
Signify Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $23.3M in Q4 2021.
138 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2023.

Based on Signify Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.