Ehrlich Financial Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Ehrlich Financial Group’s Portfolio SMMU Stock Details SMMU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.5M	Sell
2025 Q2	$1.54M	Sell
2025 Q1	$1.58M	Sell
2024 Q4	$1.7M	Buy
2024 Q3	$1.67M	Buy
2024 Q2	$549K	Buy
2024 Q1	$307K	Buy
2023 Q4	$283K	Buy