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

SVB 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
2022 Q2	–	Sell	-782	Closed	-$39K	–	840
2022 Q1	$39K	Hold	782	–	–	﹤0.01%	751
2021 Q4	$40K	Hold	782	–	–	﹤0.01%	768
2021 Q3	$40K	Hold	782	–	–	﹤0.01%	963
2021 Q2	$40K	Hold	782	–	–	﹤0.01%	946
2021 Q1	$40K	Buy	+782	New	+$40.2K	﹤0.01%	887

Other funds holding SMMU

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

CCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

SVB Wealth's SMMU Position: Q2 2022 in Review

SVB Wealth sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2022, closing a stake of 782 shares — an estimated $39K sold.

SVB Wealth first reported a position in SMMU in Q1 2021 and held it in 5 quarters. The position peaked at $40K in Q4 2021. 89 funds tracked by Wall St. Rank hold SMMU as of Q2 2022.

SVB Wealth reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 782 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2022, an estimated $39K.
SVB Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2021 and held it in 5 quarters.
SVB Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $40K in Q4 2021.
89 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.