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Sterling Investment Advisors (Pennsylvania)’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020
Q4 		– Sell
-72
Closed -$4K – 476
2020
Q3 		$4K Buy
+72
New +$3.69K ﹤0.01% 396

Other funds holding SMMU

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Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SMMU Position: Q4 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2020, closing a stake of 72 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SMMU in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 71 funds tracked by Wall St. Rank hold SMMU as of Q4 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 72 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2020, an estimated $4K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $4K in Q3 2020.
  • 71 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 21 Jan 2021.