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TCWM
Total Clarity Wealth Management’s
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
Stock Holding History
Total Clarity Wealth Management’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
2026
Q1
$248K
Hold
4,913
–
–
0.06%
271
2025
Q4
$248K
Sell
4,913
-7,988
-62%
-$403K
0.06%
260
2025
Q3
$652K
Hold
12,901
–
–
0.17%
147
2025
Q2
$647K
Sell
12,901
-3,114
-19%
-$155K
0.19%
131
2025
Q1
$798K
Hold
16,015
–
–
0.26%
104
2024
Q4
$798K
Sell
16,015
-6,574
-29%
-$329K
0.26%
104
2024
Q3
$1.14M
Buy
22,589
+1,439
+7%
+$72.2K
0.37%
74
2024
Q2
$1.05M
Sell
21,150
-3,199
-13%
-$159K
0.37%
72
2024
Q1
$1.22M
Buy
24,349
+5,653
+30%
+$283K
0.42%
65
2023
Q4
$935K
Buy
18,696
+11,621
+164%
+$574K
0.38%
81
2023
Q3
$346K
Buy
7,075
+2,872
+68%
+$142K
0.17%
145
2023
Q2
$208K
Sell
4,203
-690
-14%
-$34.2K
0.1%
200
2023
Q1
$244K
Hold
4,893
–
–
0.13%
151
2022
Q4
$241K
Hold
4,893
–
–
0.12%
193
2022
Q3
$239K
Hold
4,893
–
–
0.15%
181
2022
Q2
$243K
Hold
4,893
–
–
0.13%
172
2022
Q1
$245K
Hold
4,893
–
–
0.13%
186
2021
Q4
$251K
Hold
4,893
–
–
0.11%
183
2021
Q3
$251K
Hold
4,893
–
–
0.12%
193
2021
Q2
$252K
Hold
4,893
–
–
0.14%
181
2021
Q1
$251K
Buy
+4,893
New
+$252K
0.14%
150
Other funds holding SMMU
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania)
Wormleysburg, Pennsylvania
$1.32B AUM
23.07%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
BWM
Biltmore Wealth Management
Tempe, Arizona
$281M AUM
18.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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