Creative Planning’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
2024 Q2	–	Sell	-4,982	Closed	-$249K	–	3072
2024 Q1	$249K	Sell	4,982 -3,016	-38%	-$150K	﹤0.01%	2394
2023 Q4	$400K	Sell	7,998 -1,555	-16%	-$77.8K	﹤0.01%	1862
2023 Q3	$468K	Buy	+9,553	New	+$468K	﹤0.01%	1605