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Oak Wealth Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Oak Wealth Advisors’s Portfolio SMMU Stock Details SMMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$834K Hold
16,623
– – 0.53% 28
2025
Q1 		$831K Buy
16,623
+2,595
+18% +$130K 0.62% 22
2024
Q4 		$699K Buy
+14,028
New +$699K 0.54% 26