LGT Financial Advisors’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
Q1 | – | Sell |
-1,975
| Closed | -$98.4K | – | 665 |
|
|
2024
Q4 | $98.4K | Hold |
1,975
| – | – | 0.22% | 91 |
|
|
2024
Q3 | $99.7K | Hold |
1,975
| – | – | 0.25% | 73 |
|
|
2024
Q2 | $98.5K | Hold |
1,975
| – | – | 0.21% | 85 |
|
|
2024
Q1 | $98.6K | Hold |
1,975
| – | – | 0.11% | 177 |
|
|
2023
Q4 | $98.8K | Hold |
1,975
| – | – | 0.12% | 162 |
|
|
2023
Q3 | $96.7K | Hold |
1,975
| – | – | 0.12% | 160 |
|
|
2023
Q2 | $97.8K | Buy |
+1,975
| New | +$97.8K | 0.1% | 137 |
|
|
2023
Q1 | – | Sell |
-1,975
| Closed | -$97.4K | – | 177 |
|
|
2022
Q4 | $97.4K | Buy |
+1,975
| New | +$97.4K | 0.11% | 119 |
|