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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
4,569
-1,206
| -21% | -$60.5K | 0.05% | 153 |
|
|
2025
Q1 | $289K | Sell |
5,775
-833
| -13% | -$41.7K | 0.07% | 117 |
|
|
2024
Q4 | $329K | Sell |
6,608
-886
| -12% | -$44.2K | 0.09% | 111 |
|
|
2024
Q3 | $378K | Sell |
7,494
-222
| -3% | -$11.2K | 0.11% | 91 |
|
|
2024
Q2 | $385K | Sell |
7,716
-1,523
| -16% | -$76K | 0.13% | 79 |
|
|
2024
Q1 | $461K | Sell |
9,239
-62
| -0.7% | -$3.09K | 0.17% | 69 |
|
|
2023
Q4 | $465K | Sell |
9,301
-2,752
| -23% | -$138K | 0.18% | 66 |
|
|
2023
Q3 | $590K | Sell |
12,053
-2,302
| -16% | -$113K | 0.3% | 40 |
|
|
2023
Q2 | $711K | Sell |
14,355
-286
| -2% | -$14.2K | 0.33% | 32 |
|
|
2023
Q1 | $729K | Sell |
14,641
-1,220
| -8% | -$60.7K | 0.37% | 30 |
|
|
2022
Q4 | $782K | Buy |
15,861
+1,687
| +12% | +$83.2K | 0.46% | 27 |
|
|
2022
Q3 | $693K | Sell |
14,174
-1,017
| -7% | -$49.7K | 0.45% | 28 |
|
|
2022
Q2 | $754K | Buy |
+15,191
| New | +$754K | 0.48% | 24 |
|