Steward Partners Investment Advisory’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 | $181K | Hold |
3,600
| – | – | ﹤0.01% | 1806 |
|
|
2025
Q1 | $180K | Buy |
+3,600
| New | +$180K | ﹤0.01% | 1699 |
|
|
2024
Q3 | – | Sell |
-800
| Closed | -$39.9K | – | 3841 |
|
|
2024
Q2 | $39.9K | Sell |
800
-1,920
| -71% | -$95.8K | ﹤0.01% | 2211 |
|
|
2024
Q1 | $136K | Buy |
2,720
+1,020
| +60% | +$50.9K | ﹤0.01% | 1606 |
|
|
2023
Q4 | $85K | Hold |
1,700
| – | – | ﹤0.01% | 1758 |
|
|
2023
Q3 | $83.2K | Buy |
+1,700
| New | +$83.2K | ﹤0.01% | 1665 |
|