Whipplewood Advisors’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	$359K	Buy	7,157 +7,137	+35,685%	+$358K	0.2%	116
2025 Q1	$265K	Sell	20 -5,374	-100%	-$71.1M	0.16%	135
2024 Q4	$269K	Buy	+5,394	New	+$269K	0.15%	133