MBL Wealth’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 | $1.14M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.18M | Hold |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $2.89M | Sell |
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|
2022
Q2 | $6.04M | Sell |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q3 | $13M | Buy |
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|
2021
Q1 | $8.61M | Buy |
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|
2020
Q4 | $7.38M | Buy |
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