CPA
Clear Point Advisors’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 | $389K | Buy |
7,755
+50
| +0.6% | +$2.51K | 0.33% | 79 |
|
|
2025
Q1 | $385K | Buy |
7,705
+48
| +0.6% | +$2.4K | 0.35% | 75 |
|
|
2024
Q4 | $382K | Buy |
7,657
+4,124
| +117% | +$206K | 0.33% | 77 |
|
|
2024
Q3 | $178K | Sell |
3,533
-988
| -22% | -$49.9K | 0.14% | 114 |
|
|
2024
Q2 | $225K | Sell |
4,521
-367
| -8% | -$18.3K | 0.19% | 100 |
|
|
2024
Q1 | $224K | Sell |
4,888
-277
| -5% | -$12.7K | 0.18% | 101 |
|
|
2023
Q4 | $258K | Buy |
+5,165
| New | +$258K | 0.23% | 86 |
|