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

Wambolt & Associates’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
Q1 		– Sell
-3,975
Closed -$204K – 241
2021
Q4 		$204K Hold
3,975
– – 0.07% 235
2021
Q3 		$204K Hold
3,975
– – 0.08% 234
2021
Q2 		$204K Hold
3,975
– – 0.09% 235
2021
Q1 		$204K Hold
3,975
– – 0.11% 209
2020
Q4 		$205K Hold
3,975
– – 0.12% 199
2020
Q3 		$204K Hold
3,975
– – 0.15% 172
2020
Q2 		$203K Hold
3,975
– – 0.16% 171
2020
Q1 		$201K Hold
3,975
– – 0.21% 151
2019
Q4 		$201K Hold
3,975
– – 0.15% 165
2019
Q3 		$201K Hold
3,975
– – 0.17% 154
2019
Q2 		$201K Buy
+3,975
New +$200K 0.17% 152

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RMDI
R.M. Davis Inc Portland, Maine $5.63B AUM 21.26% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $202M AUM 15.75% 1-Year Est. Return

Wambolt & Associates's SMMU Position: Q1 2022 in Review

Wambolt & Associates sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2022, closing a stake of 3,975 shares — an estimated $204K sold.

Wambolt & Associates first reported a position in SMMU in Q2 2019 and held it in 11 quarters. The position peaked at $205K in Q4 2020. 83 funds tracked by Wall St. Rank hold SMMU as of Q1 2022.

  • Wambolt & Associates reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • Wambolt & Associates sold 3,975 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2022, an estimated $204K.
  • Wambolt & Associates first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2019 and held it in 11 quarters.
  • Wambolt & Associates's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $205K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2022.

Based on Wambolt & Associates's 13F filing for Q1 2022, filed 10 May 2022.