Ehrlich Financial Group’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 | $1.54M | Sell |
30,681
-813
| -3% | -$40.8K | 1% | 29 |
|
|
2025
Q1 | $1.58M | Sell |
31,494
-2,647
| -8% | -$132K | 1.15% | 27 |
|
|
2024
Q4 | $1.7M | Buy |
34,141
+997
| +3% | +$49.7K | 1.21% | 23 |
|
|
2024
Q3 | $1.67M | Buy |
33,144
+22,138
| +201% | +$1.12M | 1.19% | 23 |
|
|
2024
Q2 | $549K | Buy |
11,006
+4,858
| +79% | +$242K | 0.43% | 45 |
|
|
2024
Q1 | $307K | Buy |
6,148
+489
| +9% | +$24.4K | 0.26% | 74 |
|
|
2023
Q4 | $283K | Buy |
+5,659
| New | +$283K | 0.28% | 75 |
|