Syverson Strege & Co’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Syverson Strege & Co’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
2024 Q2	–	Sell	-7,066	Closed	-$353K	–	77
2024 Q1	$353K	Sell	7,066 -317	-4%	-$15.8K	0.13%	49
2023 Q4	$369K	Buy	7,383 +117	+2%	+$5.78K	0.14%	46
2023 Q3	$356K	Buy	7,266 +265	+4%	+$13.1K	0.16%	43
2023 Q2	$347K	Buy	7,001 +431	+7%	+$21.4K	0.15%	45
2023 Q1	$327K	Sell	6,570 -7,748	-54%	-$384K	0.14%	46
2022 Q4	$706K	Buy	14,318 +8,374	+141%	+$411K	0.32%	27
2022 Q3	$290K	Sell	5,944 -255,555	-98%	-$12.7M	0.15%	53
2022 Q2	$13M	Buy	261,499 +255,019	+3,935%	+$12.6M	4.77%	5
2022 Q1	$324K	Buy	6,480 +2,709	+72%	+$137K	0.35%	46
2021 Q4	$193K	Buy	3,771 +310	+9%	+$15.9K	0.14%	64
2021 Q3	$178K	Sell	3,461 -3,214	-48%	-$165K	0.14%	66
2021 Q2	$343K	Buy	6,675 +3,470	+108%	+$178K	0.31%	44
2021 Q1	$165K	Buy	3,205 +5	+0.2%	+$257	0.17%	64
2020 Q4	$165K	Buy	+3,200	New	+$164K	0.16%	60

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Syverson Strege & Co's SMMU Position: Q2 2024 in Review

Syverson Strege & Co sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2024, closing a stake of 7,066 shares — an estimated $353K sold.

Syverson Strege & Co first reported a position in SMMU in Q4 2020 and held it in 14 quarters. The position peaked at $13M in Q2 2022. 142 funds tracked by Wall St. Rank hold SMMU as of Q2 2024.

Syverson Strege & Co reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Syverson Strege & Co sold 7,066 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $353K.
Syverson Strege & Co first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2020 and held it in 14 quarters.
Syverson Strege & Co's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $13M in Q2 2022.
142 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on Syverson Strege & Co's 13F filing for Q2 2024, filed 7 Aug 2024.