Clear Point Advisors Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

A detailed history of Clear Point Advisors Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Clear Point Advisors Inc. holds 7,755 shares of SMMU stock, worth $391,317. This represents 0.33% of its overall portfolio holdings.

Number of Shares

7,755

Previous 7,705 0.65%

Holding current value

$391,317

Previous $385 Million 0.95%

% of portfolio

0.33%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$49.18 - $50.17 $2,459 - $2,508	50 Added 0.65%	7,755 $389 Million
Q1 2025 Apr 21, 2025	BUY	$49.75 - $50.27 $2,388 - $2,412	48 Added 0.63%	7,705 $385 Million
Q4 2024 Jan 31, 2025	BUY	$49.74 - $50.43 $205,127 - $207,973	4,124 Added 116.73%	7,657 $382 Million
Q3 2024 Nov 08, 2024	SELL	$49.69 - $50.5 $49,093 - $49,894	-988 Reduced 21.85%	3,533 $178 Million
Q2 2024 Aug 14, 2024	SELL	$49.57 - $49.94 $18,192 - $18,327	-367 Reduced 7.51%	4,521 $225 Million
Q1 2024 May 15, 2024	SELL	$49.89 - $50.18 $13,819 - $13,899	-277 Reduced 5.36%	4,888 $224 Million
Q4 2023 May 15, 2024	BUY	$48.75 - $50.14 $251,793 - $258,973	5,165 New	5,165 $258 Million

Others Institutions Holding SMMU

# of Institutions

186

Shares Held

15.5M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
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Clear Point Advisors Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History