Websterrogers Financial Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.72M | Buy |
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|
2025
Q2 | $6.45M | Buy |
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|
2025
Q1 | $6.39M | Sell |
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|
2024
Q4 | $6.43M | Buy |
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|
2024
Q3 | $6.21M | Sell |
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|
2024
Q2 | $6.35M | Buy |
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|
2024
Q1 | $5.9M | Buy |
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|
2023
Q4 | $5.4M | Sell |
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|
2023
Q3 | $5.94M | Sell |
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|
2023
Q2 | $6.19M | Sell |
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|
2023
Q1 | $6.26M | Buy |
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|
2022
Q4 | $6.13M | Sell |
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|
2022
Q3 | $6.37M | Buy |
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|
2022
Q2 | $6.46M | Buy |
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|
2022
Q1 | $3.12M | Sell |
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|
2021
Q4 | $5.84M | Buy |
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|
2021
Q3 | $5.3M | Buy |
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|
2021
Q2 | $5.15M | Buy |
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|
2021
Q1 | $4.94M | Buy |
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|
2020
Q4 | $4.5M | Buy |
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