Kuhn & Co Investment Counsel’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 | $727K | Buy |
14,495
+892
| +7% | +$44.8K | 0.55% | 62 |
|
|
2025
Q1 | $680K | Buy |
13,603
+2,736
| +25% | +$137K | 0.57% | 61 |
|
|
2024
Q4 | $542K | Buy |
10,867
+1,790
| +20% | +$89.2K | 0.46% | 71 |
|
|
2024
Q3 | $458K | Buy |
9,077
+524
| +6% | +$26.5K | 0.39% | 84 |
|
|
2024
Q2 | $427K | Buy |
8,553
+1,157
| +16% | +$57.7K | 0.38% | 86 |
|
|
2024
Q1 | $369K | Sell |
7,396
-75
| -1% | -$3.74K | 0.35% | 92 |
|
|
2023
Q4 | $374K | Buy |
+7,471
| New | +$374K | 0.38% | 89 |
|