Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+4,271
| New | +$214K | ﹤0.01% | 350 |
|
|
2024
Q4 | – | Sell |
-4,091
| Closed | -$207K | – | 325 |
|
|
2024
Q3 | $207K | Buy |
4,091
+159
| +4% | +$8.03K | ﹤0.01% | 292 |
|
|
2024
Q2 | $196K | Buy |
3,932
+38
| +1% | +$1.9K | ﹤0.01% | 325 |
|
|
2024
Q1 | $194K | Buy |
3,894
+45
| +1% | +$2.25K | ﹤0.01% | 297 |
|
|
2023
Q4 | $193K | Sell |
3,849
-41
| -1% | -$2.05K | ﹤0.01% | 342 |
|
|
2023
Q3 | $190K | Buy |
3,890
+790
| +25% | +$38.7K | 0.01% | 320 |
|
|
2023
Q2 | $154K | Buy |
3,100
+154
| +5% | +$7.63K | ﹤0.01% | 348 |
|
|
2023
Q1 | $147K | Buy |
2,946
+48
| +2% | +$2.39K | ﹤0.01% | 326 |
|
|
2022
Q4 | $143K | Sell |
2,898
-1,202
| -29% | -$59.3K | ﹤0.01% | 336 |
|
|
2022
Q3 | $200K | Buy |
+4,100
| New | +$200K | 0.01% | 285 |
|