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

Amplius Wealth Advisors’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 Q2	–	Sell
2024 Q1	$262K	Sell
2023 Q4	$415K	Sell
2023 Q3	$5.24M	Buy
2023 Q2	$4.76M	Buy
2023 Q1	$4.06M	Buy
2022 Q4	$3.95M	Buy
2022 Q2	–	Sell
2022 Q1	$622K	Sell
2021 Q4	$657K	Buy