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

Tidemark’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
-574
Closed -$28.6K – 711
2024
Q1 		$28.6K Buy
574
+140
+32% +$7K 0.02% 297
2023
Q4 		$21.7K Buy
+434
New +$21.4K 0.01% 320

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Tidemark's SMMU Position: Q2 2024 in Review

Tidemark sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2024, closing a stake of 574 shares — an estimated $28.6K sold.

Tidemark first reported a position in SMMU in Q4 2023 and held it in 2 quarters. The position peaked at $28.6K in Q1 2024. 142 funds tracked by Wall St. Rank hold SMMU as of Q2 2024.

  • Tidemark reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 574 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2024, an estimated $28.6K.
  • Tidemark first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 2 quarters.
  • Tidemark's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $28.6K in Q1 2024.
  • 142 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.