YHB Investment 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 | $2.03M | Buy |
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|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $938K | Buy |
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|
2024
Q2 | $563K | Sell |
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|
2024
Q1 | $641K | Hold |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $744K | Sell |
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|
2023
Q1 | $862K | Sell |
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|
2022
Q4 | $903K | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $1.96M | Buy |
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