Biltmore Wealth Management, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Biltmore Wealth Management, LLC

  • $246 Million
  • Q2 2025

A detailed history of Biltmore Wealth Management, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 430,018 shares of SMMU stock, worth $21.6 Million. This represents 8.78% of its overall portfolio holdings.

Number of Shares
430,018
Previous 409,893 4.91%
Holding current value
$21.6 Million
Previous $20.5 Million 5.46%
% of portfolio
8.78%
Previous 8.73%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$49.18 - $50.17 $989,747 - $1.01 Million
20,125 Added 4.91%
430,018 $21.6 Million
Q1 2025

Apr 16, 2025
BUY
$49.75 - $50.27 $114,474 - $115,671
2,301 Added 0.56%
409,893 $20.5 Million
Q4 2024

Jan 13, 2025
BUY
$49.74 - $50.43 $71,675 - $72,669
1,441 Added 0.35%
407,592 $20.3 Million
Q3 2024

Oct 04, 2024
BUY
$49.69 - $50.5 $1.56 Million - $1.58 Million
31,346 Added 8.36%
406,151 $20.5 Million
Q2 2024

Jul 12, 2024
BUY
$49.57 - $49.94 $294,346 - $296,543
5,938 Added 1.61%
374,805 $18.7 Million
Q4 2023

Jan 24, 2024
BUY
$48.75 - $50.14 $471,510 - $484,954
9,672 Added 2.69%
368,867 $18.5 Million
Q3 2023

Oct 10, 2023
BUY
$48.95 - $49.66 $718,781 - $729,207
14,684 Added 4.26%
359,195 $17.6 Million
Q2 2023

Jul 11, 2023
BUY
$49.33 - $49.85 $17 Million - $17.2 Million
344,511 New
344,511 $17.1 Million

Others Institutions Holding SMMU

# of Institutions
184
Shares Held
12.9M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SHT TERM MUN BD A

SMMU Quotes by TradingView
  • Ticker SMMU
  • Sector ETFs
  • Industry ETFs
More about SMMU
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