SWM
SMMU icon

StoneCrest Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

StoneCrest Wealth Management’s Portfolio SMMU Stock Details SMMU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.49M Hold
29,721
– – 0.71% 36
2025
Q1 		$1.49M Hold
29,721
– – 0.94% 33
2024
Q4 		$1.48M Hold
29,721
– – 0.97% 29
2024
Q3 		$1.5M Buy
+29,721
New +$1.5M 1.09% 28