SageView Advisory Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

SageView Advisory Group’s Portfolio SMMU Stock Details SMMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$515K	Sell
2025 Q1	$556K	Sell
2024 Q4	$558K	Sell
2024 Q3	$633K	Buy
2024 Q2	–	Hold
2024 Q1	–	Hold
2023 Q4	–	Sell
2023 Q3	$713K	Buy
2023 Q2	$680K	Buy
2023 Q1	$373K	Sell
2022 Q4	$384K	Buy