Boyd 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
Q1 | – | Sell |
-17,497
| Closed | -$872K | – | 49 |
|
|
2024
Q4 | $872K | Buy |
17,497
+46
| +0.3% | +$2.29K | 0.43% | 26 |
|
|
2024
Q3 | $881K | Buy |
+17,451
| New | +$881K | 0.45% | 27 |
|
|
2023
Q2 | – | Sell |
-16,702
| Closed | -$831K | – | 43 |
|
|
2023
Q1 | $831K | Sell |
16,702
-1,264
| -7% | -$62.9K | 0.58% | 22 |
|
|
2022
Q4 | $886K | Buy |
17,966
+4,060
| +29% | +$200K | 0.65% | 22 |
|
|
2022
Q3 | $679K | Sell |
13,906
-77
| -0.6% | -$3.76K | 0.54% | 24 |
|
|
2022
Q2 | $694K | Buy |
+13,983
| New | +$694K | 0.57% | 26 |
|