Madison Wealth Partners’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
Q3 | $226K | Sell |
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|
2025
Q2 | $229K | Sell |
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2025
Q1 | $289K | Sell |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $590K | Sell |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $782K | Buy |
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|
2022
Q3 | $693K | Sell |
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|
2022
Q2 | $754K | Buy |
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