Whipplewood Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Whipplewood Advisors’s Portfolio SMMU Stock Details SMMU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$382K	Buy
2025 Q4	$375K	Buy
2025 Q3	$374K	Buy
2025 Q2	$359K	Buy
2025 Q1	$265K	Sell
2024 Q4	$269K	Buy