SFS
Summit Financial Strategies’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
24,324
+7,200
| +42% | +$361K | 0.11% | 56 |
|
|
2025
Q1 | $857K | Buy |
17,124
+4,669
| +37% | +$234K | 0.09% | 61 |
|
|
2024
Q4 | $621K | Buy |
12,455
+3,457
| +38% | +$172K | 0.07% | 69 |
|
|
2024
Q3 | $454K | Sell |
8,998
-685
| -7% | -$34.6K | 0.05% | 89 |
|
|
2024
Q2 | $483K | Buy |
+9,683
| New | +$483K | 0.06% | 79 |
|