Iam Advisory, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Iam Advisory, LLC

$400 Million
Q2 2025

A detailed history of Iam Advisory, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Iam Advisory, LLC holds 32,254 shares of SMMU stock, worth $1.62 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

32,254

Previous 32,051 0.63%

Holding current value

$1.62 Million

Previous $1.6 Million 1.13%

% of portfolio

0.4%

Previous 0.42%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$49.18 - $50.17 $9,983 - $10,184	203 Added 0.63%	32,254 $1.62 Million
Q1 2025 Apr 11, 2025	SELL	$49.75 - $50.27 $120,444 - $121,703	-2,421 Reduced 7.02%	32,051 $1.6 Million
Q4 2024 Jan 15, 2025	BUY	$49.74 - $50.43 $12,335 - $12,506	248 Added 0.72%	34,472 $1.72 Million
Q3 2024 Oct 07, 2024	BUY	$49.69 - $50.5 $11,627 - $11,817	234 Added 0.69%	34,224 $1.73 Million
Q2 2024 Jul 12, 2024	BUY	$49.57 - $49.94 $57,897 - $58,329	1,168 Added 3.56%	33,990 $1.7 Million
Q1 2024 Apr 15, 2024	BUY	$49.89 - $50.18 $749,347 - $753,703	15,020 Added 84.37%	32,822 $1.64 Million
Q4 2023 Jan 12, 2024	SELL	$48.75 - $50.14 $1,608 - $1,654	-33 Reduced 0.19%	17,802 $890,000
Q3 2023 Oct 10, 2023	BUY	$48.95 - $49.66 $127,661 - $129,513	2,608 Added 17.13%	17,835 $873,000
Q2 2023 Jul 13, 2023	BUY	$49.33 - $49.85 $3,453 - $3,489	70 Added 0.46%	15,227 $754,000
Q1 2023 Apr 10, 2023	BUY	$49.23 - $49.88 $4,578 - $4,638	93 Added 0.62%	15,157 $754,000
Q4 2022 Jan 17, 2023	BUY	$48.58 - $49.5 $731,809 - $745,668	15,064 New	15,064 $0

Others Institutions Holding SMMU

# of Institutions

184

Shares Held

15.5M

Call Options Held

Put Options Held

View Full List

About PIMCO ETF TR SHT TERM MUN BD A

Ticker SMMU
Sector ETFs
Industry ETFs

More about SMMU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.

Account