Total Clarity Wealth Management’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 | $647K | Sell |
12,901
-3,114
| -19% | -$156K | 0.19% | 131 |
|
|
2025
Q1 | $798K | Hold |
16,015
| – | – | 0.26% | 104 |
|
|
2024
Q4 | $798K | Sell |
16,015
-6,574
| -29% | -$328K | 0.26% | 104 |
|
|
2024
Q3 | $1.14M | Buy |
22,589
+1,439
| +7% | +$72.7K | 0.37% | 74 |
|
|
2024
Q2 | $1.05M | Sell |
21,150
-3,199
| -13% | -$160K | 0.37% | 72 |
|
|
2024
Q1 | $1.22M | Buy |
24,349
+5,653
| +30% | +$282K | 0.42% | 65 |
|
|
2023
Q4 | $935K | Buy |
18,696
+11,621
| +164% | +$581K | 0.38% | 81 |
|
|
2023
Q3 | $346K | Buy |
7,075
+2,872
| +68% | +$141K | 0.17% | 145 |
|
|
2023
Q2 | $208K | Sell |
4,203
-690
| -14% | -$34.2K | 0.1% | 200 |
|
|
2023
Q1 | $244K | Hold |
4,893
| – | – | 0.13% | 151 |
|
|
2022
Q4 | $241K | Hold |
4,893
| – | – | 0.12% | 193 |
|
|
2022
Q3 | $239K | Hold |
4,893
| – | – | 0.15% | 181 |
|
|
2022
Q2 | $243K | Hold |
4,893
| – | – | 0.13% | 172 |
|
|
2022
Q1 | $245K | Hold |
4,893
| – | – | 0.13% | 186 |
|
|
2021
Q4 | $251K | Hold |
4,893
| – | – | 0.11% | 183 |
|
|
2021
Q3 | $251K | Hold |
4,893
| – | – | 0.12% | 193 |
|
|
2021
Q2 | $252K | Hold |
4,893
| – | – | 0.14% | 181 |
|
|
2021
Q1 | $251K | Buy |
+4,893
| New | +$251K | 0.14% | 150 |
|