Milestone Investment 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
Q2 | $1.63M | Buy |
32,477
+8,517
| +36% | +$427K | 0.43% | 42 |
|
|
2025
Q1 | $1.2M | Buy |
23,960
+9,308
| +64% | +$466K | 0.33% | 46 |
|
|
2024
Q4 | $730K | Buy |
14,652
+3,575
| +32% | +$178K | 0.2% | 55 |
|
|
2024
Q3 | $559K | Buy |
11,077
+4,025
| +57% | +$203K | 0.16% | 55 |
|
|
2024
Q2 | $352K | Buy |
7,052
+5,054
| +253% | +$252K | 0.09% | 64 |
|
|
2024
Q1 | $99.7K | Buy |
+1,998
| New | +$99.7K | 0.03% | 86 |
|