SageView Advisory Group’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 Q4	$497K	Buy	9,854 +71	+0.7%	+$3.58K	0.02%	365
2025 Q3	$495K	Sell	9,783 -464	-5%	-$23.4K	0.02%	383
2025 Q2	$515K	Sell	10,247 -877	-8%	-$43.7K	0.02%	363
2025 Q1	$556K	Sell	11,124 -77	-0.7%	-$3.85K	0.02%	326
2024 Q4	$558K	Sell	11,201 -1,343	-11%	-$67.3K	0.02%	324
2024 Q3	$633K	Buy	+12,544	New	+$629K	0.03%	258
2024 Q2	–	Hold	0	–	–	–	295
2023 Q4	–	Sell	-14,556	Closed	-$719K	–	329
2023 Q3	$713K	Buy	14,556 +836	+6%	+$41.3K	0.04%	265
2023 Q2	$680K	Buy	13,720 +6,231	+83%	+$309K	0.04%	292
2023 Q1	$373K	Sell	7,489 -309	-4%	-$15.3K	0.02%	352
2022 Q4	$384K	Buy	+7,798	New	+$383K	0.03%	281