BWM
BCGM Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
24,372
-2,199
| -8% | -$110K | 0.34% | 72 |
|
|
2025
Q1 | $1.33M | Sell |
26,571
-2,449
| -8% | -$122K | 0.41% | 61 |
|
|
2024
Q4 | $1.45M | Sell |
29,020
-2,485
| -8% | -$124K | 0.46% | 55 |
|
|
2024
Q3 | $1.59M | Sell |
31,505
-2,878
| -8% | -$145K | 0.52% | 53 |
|
|
2024
Q2 | $1.71M | Sell |
34,383
-7,695
| -18% | -$384K | 0.59% | 48 |
|
|
2024
Q1 | $2.1M | Buy |
42,078
+2,253
| +6% | +$112K | 0.75% | 39 |
|
|
2023
Q4 | $1.99M | Sell |
39,825
-1,790
| -4% | -$89.5K | 0.81% | 34 |
|
|
2023
Q3 | $2.04M | Sell |
41,615
-736
| -2% | -$36K | 0.94% | 32 |
|
|
2023
Q2 | $2.1M | Buy |
42,351
+4,038
| +11% | +$200K | 0.92% | 30 |
|
|
2023
Q1 | $1.91M | Sell |
38,313
-33
| -0.1% | -$1.64K | 0.96% | 32 |
|
|
2022
Q4 | $1.89M | Buy |
38,346
+899
| +2% | +$44.3K | 0.92% | 30 |
|
|
2022
Q3 | $1.82M | Buy |
37,447
+17,243
| +85% | +$839K | 0.91% | 30 |
|
|
2022
Q2 | $1.01M | Buy |
20,204
+10,383
| +106% | +$520K | 0.51% | 42 |
|
|
2022
Q1 | $485K | Buy |
+9,821
| New | +$485K | 0.26% | 65 |
|