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

Titleist Capital’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
Q3 		– Sell
-18,919
Closed -$939K – 246
2022
Q2 		$939K Buy
18,919
+12,711
+205% +$629K 0.23% 95
2022
Q1 		$310K Buy
+6,208
New +$314K 0.06% 196

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

Titleist Capital's SMMU Position: Q3 2022 in Review

Titleist Capital sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2022, closing a stake of 18,919 shares — an estimated $939K sold.

Titleist Capital first reported a position in SMMU in Q1 2022 and held it in 2 quarters. The position peaked at $939K in Q2 2022. 102 funds tracked by Wall St. Rank hold SMMU as of Q3 2022.

  • Titleist Capital reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Titleist Capital sold 18,919 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2022, an estimated $939K.
  • Titleist Capital first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2022 and held it in 2 quarters.
  • Titleist Capital's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $939K in Q2 2022.
  • 102 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2022.

Based on Titleist Capital's 13F filing for Q3 2022, filed 14 Nov 2022.