Cyndeo Wealth Partners’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
Q2 | $1.12M | Sell |
22,248
-15,130
| -40% | -$759K | 0.07% | 213 |
|
|
2025
Q1 | $1.87M | Buy |
37,378
+6,830
| +22% | +$342K | 0.12% | 168 |
|
|
2024
Q4 | $1.52M | Sell |
30,548
-3,953
| -11% | -$197K | 0.1% | 184 |
|
|
2024
Q3 | $1.74M | Sell |
34,501
-1,735
| -5% | -$87.6K | 0.12% | 174 |
|
|
2024
Q2 | $1.81M | Buy |
36,236
+5,603
| +18% | +$279K | 0.14% | 168 |
|
|
2024
Q1 | $1.53M | Sell |
30,633
-2,784
| -8% | -$139K | 0.13% | 171 |
|
|
2023
Q4 | $1.67M | Buy |
+33,417
| New | +$1.67M | 0.15% | 156 |
|