AE Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87K | Sell |
137
-4
| -3% | -$201 | ﹤0.01% | 1922 |
|
|
2025
Q1 | $7.05K | Sell |
141
-2
| -1% | -$100 | ﹤0.01% | 1895 |
|
|
2024
Q4 | $7.13K | Sell |
143
-35,071
| -100% | -$1.75M | ﹤0.01% | 1876 |
|
|
2024
Q3 | $1.78M | Buy |
35,214
+566
| +2% | +$28.6K | 0.02% | 564 |
|
|
2024
Q2 | $1.73M | Buy |
34,648
+128
| +0.4% | +$6.38K | 0.02% | 554 |
|
|
2024
Q1 | $1.72M | Sell |
34,520
-454
| -1% | -$22.7K | 0.02% | 531 |
|
|
2023
Q4 | $1.75M | Buy |
+34,974
| New | +$1.75M | 0.01% | 947 |
|
|
2022
Q1 | – | Sell |
-5,920
| Closed | -$303K | – | 1796 |
|
|
2021
Q4 | $303K | Buy |
+5,920
| New | +$303K | ﹤0.01% | 1441 |
|