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

Wealth CMT’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
2023
Q2 		$2.04M Buy
+41,277
New +$2.05M 3.09% 7
2023
Q1 		– Sell
-47,398
Closed -$2.34M – 35
2022
Q4 		$2.34M Sell
47,398
-24
-0.1% -$1.18K 1.24% 15
2022
Q3 		$2.32M Buy
47,422
+5,527
+13% +$274K 1.39% 16
2022
Q2 		$2.08M Buy
+41,895
New +$2.07M 1.21% 17

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
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Wealth CMT's SMMU Position: Q2 2023 in Review

Wealth CMT opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2023: 41,277 shares worth $2.04M. The stake represents 3.09% of the portfolio and ranks #7 among its holdings. This is a return to the name: Wealth CMT previously reported a position in SMMU as recently as Q4 2022.

Wealth CMT first reported a position in SMMU in Q2 2022 and has held it in 4 quarters since. The position peaked at $2.34M in Q4 2022. 124 funds tracked by Wall St. Rank hold SMMU as of Q2 2023.

  • Wealth CMT held 41,277 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.04M as of Q2 2023.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new Wealth CMT position in Q2 2023.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 3.09% of Wealth CMT's portfolio in Q2 2023, its #7 holding.
  • Wealth CMT first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 4 quarters since.
  • Wealth CMT's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.34M in Q4 2022.
  • 124 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2023.

Based on Wealth CMT's 13F filing for Q2 2023, filed 12 Jul 2023.