LWM
LongView Wealth Management’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 | $1.46M | Sell |
29,154
-2,600
| -8% | -$130K | 0.44% | 52 |
|
|
2025
Q1 | $1.59M | Sell |
31,754
-1,450
| -4% | -$72.5K | 0.48% | 49 |
|
|
2024
Q4 | $1.65M | Sell |
33,204
-1,900
| -5% | -$94.7K | 0.5% | 43 |
|
|
2024
Q3 | $1.77M | Sell |
35,104
-1,620
| -4% | -$81.8K | 0.57% | 39 |
|
|
2024
Q2 | $1.83M | Sell |
36,724
-1,178
| -3% | -$58.7K | 0.68% | 37 |
|
|
2024
Q1 | $1.89M | Hold |
37,902
| – | – | 0.75% | 34 |
|
|
2023
Q4 | $1.9M | Buy |
+37,902
| New | +$1.9M | 0.85% | 30 |
|