IFP Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Hold |
|
|||||
|
2025
Q1 | $143K | Hold |
|
|||||
|
2024
Q4 | $143K | Hold |
|
|||||
|
2024
Q3 | $145K | Sell |
|
|||||
|
2024
Q2 | $2.85M | Sell |
|
|||||
|
2024
Q1 | $2.89M | Buy |
|
|||||
|
2023
Q4 | $2.82M | Buy |
|
|||||
|
2023
Q3 | $2.62M | Sell |
|
|||||
|
2023
Q2 | $2.77M | Sell |
|
|||||
|
2023
Q1 | $2.89M | Sell |
|
|||||
|
2022
Q4 | $2.9M | Buy |
|
|||||
|
2022
Q3 | $2.06M | Buy |
|
|||||
|
2022
Q2 | $1.55M | Hold |
|
|||||
|
2022
Q1 | $1.55M | Buy |
|
|||||
|
2021
Q3 | – | Hold |
|
|||||
|
2021
Q2 | – | Hold |
|