IWA
Inspirion Wealth Advisors’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 | $2.04M | Hold |
40,758
| – | – | 0.27% | 38 |
|
|
2025
Q1 | $2.04M | Sell |
40,758
-5,000
| -11% | -$250K | 0.28% | 34 |
|
|
2024
Q4 | $2.28M | Sell |
45,758
-500
| -1% | -$24.9K | 0.32% | 32 |
|
|
2024
Q3 | $2.34M | Hold |
46,258
| – | – | 0.33% | 33 |
|
|
2024
Q2 | $2.31M | Buy |
46,258
+500
| +1% | +$24.9K | 0.35% | 32 |
|
|
2024
Q1 | $2.28M | Hold |
45,758
| – | – | 0.38% | 30 |
|
|
2023
Q4 | $2.29M | Buy |
45,758
+5,000
| +12% | +$250K | 0.41% | 33 |
|
|
2023
Q3 | $2M | Hold |
40,758
| – | – | 0.39% | 36 |
|
|
2023
Q2 | $2.02M | Hold |
40,758
| – | – | 0.39% | 33 |
|
|
2023
Q1 | $2.03M | Hold |
40,758
| – | – | 0.41% | 32 |
|
|
2022
Q4 | $2.01M | Buy |
+40,758
| New | +$2.01M | 0.43% | 32 |
|