EFS
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Essex Financial Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-7,300
Closed -$357K 493
2022
Q3
$357K Buy
7,300
+500
+7% +$24.5K 0.04% 309
2022
Q2
$337K Buy
+6,800
New +$337K 0.04% 334