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

Wallace Hart’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 Q3	–	Sell	-885	Closed	-$44.1K	–	32
2024 Q2	$44.1K	Hold	885	–	–	0.03%	26
2024 Q1	$44.2K	Buy	+885	New	+$44.3K	0.04%	24

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 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

Wallace Hart's SMMU Position: Q3 2024 in Review

Wallace Hart sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2024, closing a stake of 885 shares — an estimated $44.1K sold.

Wallace Hart first reported a position in SMMU in Q1 2024 and held it in 2 quarters. The position peaked at $44.2K in Q1 2024. 147 funds tracked by Wall St. Rank hold SMMU as of Q3 2024.

Wallace Hart reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Wallace Hart sold 885 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2024, an estimated $44.1K.
Wallace Hart first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2024 and held it in 2 quarters.
Wallace Hart's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $44.2K in Q1 2024.
147 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2024.

Based on Wallace Hart's 13F filing for Q3 2024, filed 12 Nov 2024.