Carson Wealth (CWM LLC)’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34.8M | Buy |
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|
2025
Q2 | $27.1M | Sell |
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|
2025
Q1 | $35.1M | Buy |
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|
2024
Q4 | $34.9M | Sell |
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|
2024
Q3 | $37.2M | Sell |
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|
2024
Q2 | $38.5M | Sell |
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|
2024
Q1 | $42.7M | Buy |
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|
2023
Q4 | $42.7M | Sell |
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|
2023
Q3 | $45.2M | Sell |
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|
2023
Q2 | $47.8M | Sell |
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|
2023
Q1 | $51.9M | Sell |
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|
2022
Q4 | $61.2M | Sell |
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|
2022
Q3 | $72.8M | Buy |
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|
2022
Q2 | $60.9M | Buy |
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|
2022
Q1 | $49M | Sell |
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|
2021
Q4 | $52.4M | Buy |
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|
2021
Q2 | $57.4M | Hold |
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|
2021
Q1 | $57.4M | Hold |
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|
2020
Q4 | $57.4M | Hold |
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|
2020
Q3 | $57.4M | Hold |
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|
2020
Q2 | $57.4M | Hold |
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|
2020
Q1 | $57.4M | Hold |
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|
2019
Q4 | $57.4M | Hold |
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|
2019
Q3 | $57.4M | Hold |
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|
2019
Q2 | $57.4M | Hold |
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|
2019
Q1 | $57.4M | Buy |
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