Tyler-Stone 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 | $1.44M | Sell |
28,620
-380
| -1% | -$19.1K | 0.23% | 88 |
|
|
2025
Q1 | $1.45M | Sell |
29,000
-150
| -0.5% | -$7.5K | 0.26% | 77 |
|
|
2024
Q4 | $1.45M | Hold |
29,150
| – | – | 0.26% | 76 |
|
|
2024
Q3 | $1.47M | Buy |
29,150
+14,575
| +100% | +$736K | 0.28% | 78 |
|
|
2024
Q2 | $727K | Sell |
14,575
-292
| -2% | -$14.6K | 0.3% | 66 |
|
|
2024
Q1 | $742K | Sell |
14,867
-20
| -0.1% | -$998 | 0.33% | 62 |
|
|
2023
Q4 | $745K | Sell |
14,887
-1,045
| -7% | -$52.3K | 0.37% | 58 |
|
|
2023
Q3 | $780K | Sell |
15,932
-41
| -0.3% | -$2.01K | 0.44% | 48 |
|
|
2023
Q2 | $791K | Buy |
+15,973
| New | +$791K | 0.45% | 47 |
|
|
2022
Q4 | $795K | Buy |
+16,118
| New | +$795K | 0.54% | 42 |
|