Dynasty Wealth Management’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 | – | Sell |
-433,325
| Closed | -$21.7M | – | 252 |
|
|
2025
Q1 | $21.7M | Buy |
433,325
+308,181
| +246% | +$15.4M | 0.36% | 40 |
|
|
2024
Q4 | $6.24M | Buy |
+125,144
| New | +$6.24M | 0.11% | 55 |
|
|
2024
Q3 | – | Sell |
-37,558
| Closed | -$1.87M | – | 259 |
|
|
2024
Q2 | $1.87M | Buy |
37,558
+31,264
| +497% | +$1.56M | 0.06% | 81 |
|
|
2024
Q1 | $314K | Buy |
+6,294
| New | +$314K | 0.01% | 224 |
|