IAM Advisory’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 | $1.62M | Buy |
32,254
+203
| +0.6% | +$10.2K | 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% | +$11.8K | 0.44% | 44 |
|
|
2024
Q2 | $1.7M | Buy |
33,990
+1,168
| +4% | +$58.2K | 0.46% | 40 |
|
|
2024
Q1 | $1.64M | Buy |
32,822
+15,020
| +84% | +$749K | 0.45% | 40 |
|
|
2023
Q4 | $891K | Sell |
17,802
-33
| -0.2% | -$1.65K | 0.28% | 48 |
|
|
2023
Q3 | $873K | Buy |
17,835
+2,608
| +17% | +$128K | 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% | +$4.63K | 0.26% | 54 |
|
|
2022
Q4 | $743K | Buy |
+15,064
| New | +$743K | 0.27% | 51 |
|