WIM
Westside Investment Management’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 | $3.49M | Sell |
69,628
-5,749
| -8% | -$288K | 0.65% | 38 |
|
|
2025
Q1 | $3.77M | Sell |
75,377
-2,502
| -3% | -$125K | 0.8% | 33 |
|
|
2024
Q4 | $3.88M | Sell |
77,879
-1,950
| -2% | -$97.2K | 0.82% | 30 |
|
|
2024
Q3 | $4.03M | Buy |
79,829
+2,579
| +3% | +$130K | 0.86% | 30 |
|
|
2024
Q2 | $3.85M | Sell |
77,250
-2,600
| -3% | -$130K | 0.88% | 28 |
|
|
2024
Q1 | $4.07M | Sell |
79,850
-6,100
| -7% | -$311K | 0.98% | 25 |
|
|
2023
Q4 | $4.3M | Sell |
85,950
-250
| -0.3% | -$12.5K | 1.1% | 23 |
|
|
2023
Q3 | $4.22M | Buy |
86,200
+9,400
| +12% | +$460K | 1.22% | 21 |
|
|
2023
Q2 | $3.8M | Buy |
76,800
+5,300
| +7% | +$262K | 1.07% | 24 |
|
|
2023
Q1 | $3.56M | Buy |
71,500
+25,000
| +54% | +$1.24M | 1.05% | 22 |
|
|
2022
Q4 | $219K | Buy |
46,500
+2,900
| +7% | +$13.7K | 0.54% | 48 |
|
|
2022
Q3 | $285K | Buy |
43,600
+3,400
| +8% | +$22.2K | 0.68% | 37 |
|
|
2022
Q2 | $2K | Buy |
40,200
+8,000
| +25% | +$397 | ﹤0.01% | 241 |
|
|
2022
Q1 | $1.61K | Buy |
+32,200
| New | +$1.61K | ﹤0.01% | 248 |
|