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Fortress Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Fortress Wealth Management’s Portfolio SMMU Stock Details SMMU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$300K Buy
5,979
+40
+0.7% +$2.01K 0.14% 63
2025
Q1 		$297K Sell
5,939
-9,511
-62% -$476K 0.15% 59
2024
Q4 		$770K Buy
+15,450
New +$770K 0.37% 43