Financial Advocates Investment 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 | $699K | Buy |
13,934
+9,321
| +202% | +$468K | 0.06% | 286 |
|
|
2025
Q1 | $231K | Sell |
4,613
-11,980
| -72% | -$599K | 0.02% | 638 |
|
|
2024
Q4 | $827K | Buy |
16,593
+96
| +0.6% | +$4.79K | 0.05% | 341 |
|
|
2024
Q3 | $833K | Buy |
16,497
+3,565
| +28% | +$180K | 0.05% | 336 |
|
|
2024
Q2 | $645K | Buy |
12,932
+778
| +6% | +$38.8K | 0.04% | 374 |
|
|
2024
Q1 | $606K | Buy |
12,154
+90
| +0.7% | +$4.49K | 0.04% | 416 |
|
|
2023
Q4 | $604K | Sell |
12,064
-3,433
| -22% | -$172K | 0.04% | 383 |
|
|
2023
Q3 | $759K | Buy |
15,497
+5,348
| +53% | +$262K | 0.05% | 320 |
|
|
2023
Q2 | $503K | Buy |
10,149
+67
| +0.7% | +$3.32K | 0.04% | 407 |
|
|
2023
Q1 | $502K | Buy |
+10,082
| New | +$502K | 0.04% | 423 |
|