Wealth Enhancement Advisory Services’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 | $42.2M | Buy |
842,230
+152,598
| +22% | +$7.65M | 0.07% | 255 |
|
|
2025
Q1 | $34.5M | Buy |
689,632
+93,218
| +16% | +$4.66M | 0.07% | 271 |
|
|
2024
Q4 | $29.7M | Sell |
596,414
-21,606
| -3% | -$1.08M | 0.06% | 296 |
|
|
2024
Q3 | $31.2M | Sell |
618,020
-39,596
| -6% | -$2M | 0.07% | 278 |
|
|
2024
Q2 | $32.8M | Buy |
657,616
+18,450
| +3% | +$920K | 0.08% | 242 |
|
|
2024
Q1 | $31.9M | Buy |
639,166
+97,535
| +18% | +$4.87M | 0.08% | 239 |
|
|
2023
Q4 | $27.1M | Buy |
541,631
+275,468
| +103% | +$13.8M | 0.08% | 238 |
|
|
2023
Q3 | $13M | Buy |
266,163
+244,973
| +1,156% | +$12M | 0.04% | 354 |
|
|
2023
Q2 | $1.05M | Buy |
+21,190
| New | +$1.05M | 0.01% | 258 |
|