Summit Financial Strategies’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Summit Financial Strategies’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	$1.22M	Buy
2025 Q1	$857K	Buy
2024 Q4	$621K	Buy
2024 Q3	$454K	Sell
2024 Q2	$483K	Buy