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

WealthPLAN Partners’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 		– Sell
-1,500
Closed -$74.7K – 1381
2023
Q1 		$74.7K Buy
+1,500
New +$74.4K 0.01% 482

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

WealthPLAN Partners's SMMU Position: Q2 2023 in Review

WealthPLAN Partners sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2023, closing a stake of 1,500 shares — an estimated $74.7K sold.

WealthPLAN Partners first reported a position in SMMU in Q1 2023 and held it in 1 quarter. The position peaked at $74.7K in Q1 2023. 124 funds tracked by Wall St. Rank hold SMMU as of Q2 2023.

  • WealthPLAN Partners reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,500 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2023, an estimated $74.7K.
  • WealthPLAN Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $74.7K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.