BFG
Bouchey Financial Group’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 | – | Sell |
-4,720
| Closed | -$236K | – | 149 |
|
|
2025
Q1 | $236K | Hold |
4,720
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $236K | Hold |
4,720
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $238K | Hold |
4,720
| – | – | 0.02% | 131 |
|
|
2024
Q2 | $235K | Hold |
4,720
| – | – | 0.02% | 123 |
|
|
2024
Q1 | $236K | Hold |
4,720
| – | – | 0.02% | 123 |
|
|
2023
Q4 | $237K | Hold |
4,720
| – | – | 0.03% | 120 |
|
|
2023
Q3 | $231K | Buy |
+4,720
| New | +$231K | 0.03% | 109 |
|
|
2016
Q3 | – | Sell |
-5,140
| Closed | -$260K | – | 63 |
|
|
2016
Q2 | $260K | Hold |
5,140
| – | – | 0.11% | 54 |
|
|
2016
Q1 | $260K | Hold |
5,140
| – | – | 0.11% | 51 |
|
|
2015
Q4 | $258K | Buy |
5,140
+750
| +17% | +$37.6K | 0.11% | 52 |
|
|
2015
Q3 | $221K | Hold |
4,390
| – | – | 0.11% | 53 |
|
|
2015
Q2 | $220K | Hold |
4,390
| – | – | 0.09% | 57 |
|
|
2015
Q1 | $221K | Sell |
4,390
-2,250
| -34% | -$113K | 0.1% | 55 |
|
|
2014
Q4 | $333K | Sell |
6,640
-50
| -0.7% | -$2.51K | 0.16% | 47 |
|
|
2014
Q3 | $337K | Sell |
6,690
-5,900
| -47% | -$297K | 0.17% | 51 |
|
|
2014
Q2 | $635K | Sell |
12,590
-1,000
| -7% | -$50.4K | 0.34% | 43 |
|
|
2014
Q1 | $684K | Sell |
13,590
-200
| -1% | -$10.1K | 0.42% | 44 |
|
|
2013
Q4 | $695K | Buy |
+13,790
| New | +$695K | 0.49% | 41 |
|