OneDigital Investment Advisors’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
Q2 | $2.23M | Sell |
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2025
Q1 | $2.71M | Sell |
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|
2024
Q4 | $3.03M | Sell |
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|
2024
Q3 | $3.97M | Sell |
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|
2024
Q2 | $4.6M | Sell |
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|
2024
Q1 | $5.32M | Sell |
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|
2023
Q4 | $5.71M | Sell |
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|
2023
Q3 | $10.8M | Sell |
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|
2023
Q2 | $12.3M | Sell |
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|
2023
Q1 | $14.5M | Sell |
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|
2022
Q4 | $15.1M | Sell |
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|
2022
Q3 | $21.2M | Sell |
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|
2022
Q2 | $23.9M | Sell |
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|
2022
Q1 | $30.9M | Sell |
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|
2021
Q4 | $32.7M | Buy |
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|
2021
Q3 | $31.5M | Buy |
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|
2021
Q2 | $31.4M | Buy |
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|
2021
Q1 | $27.9M | Buy |
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|
2020
Q4 | $24.2M | Buy |
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|
2020
Q3 | $21.8M | Buy |
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|
2020
Q2 | $16.8M | Buy |
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|
2020
Q1 | $13.6M | Buy |
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|
2019
Q4 | $8.78M | Buy |
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|
2019
Q3 | $5.83M | Sell |
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|
2019
Q2 | $8.09M | Buy |
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