WBH Advisory’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 | $429K | Buy |
8,552
+30
| +0.4% | +$1.51K | 0.04% | 240 |
|
|
2025
Q1 | $426K | Buy |
8,522
+15
| +0.2% | +$750 | 0.04% | 232 |
|
|
2024
Q4 | $424K | Sell |
8,507
-1,754
| -17% | -$87.4K | 0.04% | 228 |
|
|
2024
Q3 | $518K | Hold |
10,261
| – | – | 0.05% | 211 |
|
|
2024
Q2 | $512K | Hold |
10,261
| – | – | 0.05% | 207 |
|
|
2024
Q1 | $512K | Buy |
10,261
+279
| +3% | +$13.9K | 0.05% | 209 |
|
|
2023
Q4 | $499K | Buy |
9,982
+192
| +2% | +$9.61K | 0.06% | 209 |
|
|
2023
Q3 | $479K | Buy |
9,790
+4,110
| +72% | +$201K | 0.06% | 205 |
|
|
2023
Q2 | $281K | Sell |
5,680
-256
| -4% | -$12.7K | 0.03% | 260 |
|
|
2023
Q1 | $295K | Buy |
+5,936
| New | +$295K | 0.04% | 253 |
|
|
2022
Q3 | $349K | Sell |
7,152
-547
| -7% | -$26.7K | 0.05% | 225 |
|
|
2022
Q2 | $382K | Buy |
+7,699
| New | +$382K | 0.05% | 222 |
|