Premier Path 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 | $1.8M | Sell |
35,813
-3,904
| -10% | -$196K | 0.25% | 93 |
|
|
2025
Q1 | $1.99M | Sell |
39,717
-634
| -2% | -$31.7K | 0.31% | 76 |
|
|
2024
Q4 | $2.01M | Sell |
40,351
-2,030
| -5% | -$101K | 0.31% | 76 |
|
|
2024
Q3 | $2.14M | Buy |
42,381
+18,591
| +78% | +$939K | 0.34% | 71 |
|
|
2024
Q2 | $1.19M | Buy |
23,790
+13,590
| +133% | +$678K | 0.2% | 126 |
|
|
2024
Q1 | $867K | Buy |
+10,200
| New | +$867K | 0.16% | 150 |
|