Steward Partners Investment Advisory’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Steward Partners Investment Advisory’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 Q3	$167K	Sell
2025 Q2	$181K	Hold
2025 Q1	$180K	Buy
2024 Q3	–	Sell
2024 Q2	$39.9K	Sell
2024 Q1	$136K	Buy
2023 Q4	$85K	Hold
2023 Q3	$83.2K	Buy