Dean Jacobson Financial Services’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
Q1 | – | Sell |
-4,503
| Closed | -$224K | – | 13 |
|
|
2024
Q4 | $224K | Hold |
4,503
| – | – | 0.17% | 9 |
|
|
2024
Q3 | $227K | Hold |
4,503
| – | – | 0.17% | 11 |
|
|
2024
Q2 | $225K | Hold |
4,503
| – | – | 0.18% | 10 |
|
|
2024
Q1 | $225K | Hold |
4,503
| – | – | 0.18% | 9 |
|
|
2023
Q4 | $225K | Sell |
4,503
-2,116
| -32% | -$106K | 0.19% | 9 |
|
|
2023
Q3 | $324K | Hold |
6,619
| – | – | 0.3% | 11 |
|
|
2023
Q2 | $328K | Buy |
+6,619
| New | +$328K | 0.3% | 7 |
|