IAM Advisory’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

IAM Advisory’s Portfolio SMMU Stock Details SMMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Buy	34,770 +289	+0.8%	+$14.6K	0.34%	51
2026 Q1	$1.74M	Buy	34,481 +862	+3%	+$43.7K	0.39%	42
2025 Q4	$1.7M	Buy	33,619 +1,156	+4%	+$58.4K	0.38%	42
2025 Q3	$1.64M	Buy	32,463 +209	+0.6%	+$10.5K	0.37%	46
2025 Q2	$1.62M	Buy	32,254 +203	+0.6%	+$10.1K	0.39%	44
2025 Q1	$1.6M	Sell	32,051 -2,421	-7%	-$121K	0.42%	45
2024 Q4	$1.72M	Buy	34,472 +248	+0.7%	+$12.4K	0.44%	43
2024 Q3	$1.73M	Buy	34,224 +234	+0.7%	+$11.7K	0.44%	44
2024 Q2	$1.7M	Buy	33,990 +1,168	+4%	+$58.1K	0.46%	40
2024 Q1	$1.64M	Buy	32,822 +15,020	+84%	+$751K	0.45%	40
2023 Q4	$891K	Sell	17,802 -33	-0.2%	-$1.63K	0.28%	48
2023 Q3	$873K	Buy	17,835 +2,608	+17%	+$129K	0.3%	50
2023 Q2	$754K	Buy	15,227 +70	+0.5%	+$3.47K	0.26%	50
2023 Q1	$755K	Buy	15,157 +93	+0.6%	+$4.61K	0.26%	54
2022 Q4	$743K	Buy	+15,064	New	+$739K	0.27%	51

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return