Crumly & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.28M | Buy |
124,280
+19,189
| +18% | +$968K | 1.2% | 24 |
|
|
2026
Q1 | $5.3M | Buy |
105,091
+14,231
| +16% | +$721K | 1.11% | 28 |
|
|
2025
Q4 | $4.58M | Buy |
90,860
+2,410
| +3% | +$122K | 0.96% | 33 |
|
|
2025
Q3 | $4.47M | Buy |
88,450
+19,468
| +28% | +$981K | 0.98% | 32 |
|
|
2025
Q2 | $3.46M | Sell |
68,982
-5,991
| -8% | -$299K | 0.84% | 32 |
|
|
2025
Q1 | $3.75M | Buy |
74,973
+10,595
| +16% | +$530K | 1.04% | 34 |
|
|
2024
Q4 | $3.21M | Sell |
64,378
-972
| -1% | -$48.7K | 0.87% | 34 |
|
|
2024
Q3 | $3.3M | Buy |
65,350
+21,070
| +48% | +$1.06M | 0.91% | 35 |
|
|
2024
Q2 | $2.21M | Sell |
44,280
-22,518
| -34% | -$1.12M | 0.64% | 34 |
|
|
2024
Q1 | $3.33M | Sell |
66,798
-853
| -1% | -$42.6K | 0.88% | 31 |
|
|
2023
Q4 | $3.38M | Buy |
67,651
+41,524
| +159% | +$2.05M | 0.98% | 32 |
|
|
2023
Q3 | $1.28M | Sell |
26,127
-330
| -1% | -$16.3K | 0.5% | 43 |
|
|
2023
Q2 | $1.31M | Buy |
26,457
+10,232
| +63% | +$507K | 0.52% | 42 |
|
|
2023
Q1 | $808K | Sell |
16,225
-45,782
| -74% | -$2.27M | 0.35% | 46 |
|
|
2022
Q4 | $3.06M | Buy |
62,007
+35,556
| +134% | +$1.74M | 1.15% | 23 |
|
|
2022
Q3 | $1.29M | Buy |
26,451
+581
| +2% | +$28.8K | 0.53% | 33 |
|
|
2022
Q2 | $1.28M | Buy |
25,870
+1,726
| +7% | +$85.4K | 0.53% | 35 |
|
|
2022
Q1 | $1.21M | Sell |
24,144
-8,650
| -26% | -$438K | 0.45% | 42 |
|
|
2021
Q4 | $1.67M | Buy |
32,794
+3,110
| +10% | +$159K | 0.66% | 32 |
|
|
2021
Q3 | $1.52M | Buy |
29,684
+3,014
| +11% | +$155K | 0.71% | 33 |
|
|
2021
Q2 | $1.37M | Buy |
26,670
+1,131
| +4% | +$58.2K | 0.66% | 31 |
|
|
2021
Q1 | $1.31M | Buy |
25,539
+2,334
| +10% | +$120K | 0.77% | 27 |
|
|
2020
Q4 | $1.19M | Sell |
23,205
-17,579
| -43% | -$901K | 0.84% | 23 |
|
|
2020
Q3 | $2.09M | Buy |
40,784
+21,135
| +108% | +$1.08M | 1.79% | 18 |
|
|
2020
Q2 | $1M | Buy |
19,649
+2,101
| +12% | +$106K | 0.94% | 20 |
|
|
2020
Q1 | $887K | Buy |
17,548
+1,038
| +6% | +$52.5K | 1.09% | 19 |
|
|
2019
Q4 | $836K | Buy |
+16,510
| New | +$836K | 0.87% | 26 |
|
Other funds holding SMMU
SFGP
WFA
YIA
DC
IWA
RA
IA
DAS
LWM