Kelman Lazarov, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Kelman Lazarov, Inc.

$575 Million
Q2 2025

A detailed history of Kelman Lazarov, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 119,464 shares of SMMU stock, worth $6.04 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

119,464

Previous 104,895 13.89%

Holding current value

$6.04 Million

Previous $5.25 Million 14.24%

% of portfolio

1.04%

Previous 1.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$49.18 - $50.17 $716,503 - $730,926	14,569 Added 13.89%	119,464 $5.99 Million
Q1 2025 May 06, 2025	BUY	$49.75 - $50.27 $632,123 - $638,730	12,706 Added 13.78%	104,895 $5.25 Million
Q4 2024 Feb 13, 2025	BUY	$49.74 - $50.43 $664,029 - $673,240	13,350 Added 16.93%	92,189 $4.59 Million
Q3 2024 Nov 08, 2024	BUY	$49.69 - $50.5 $87,603 - $89,031	1,763 Added 2.29%	78,839 $3.98 Million
Q2 2024 Aug 12, 2024	BUY	$49.57 - $49.94 $128,931 - $129,893	2,601 Added 3.49%	77,076 $3.84 Million
Q1 2024 May 09, 2024	BUY	$49.89 - $50.18 $282,377 - $284,018	5,660 Added 8.22%	74,475 $3.72 Million
Q4 2023 Feb 01, 2024	BUY	$48.75 - $50.14 $889,151 - $914,503	18,239 Added 36.06%	68,815 $3.44 Million
Q3 2023 Oct 30, 2023	BUY	$48.95 - $49.66 $959,224 - $973,137	19,596 Added 63.25%	50,576 $2.48 Million
Q2 2023 Aug 04, 2023	BUY	$49.33 - $49.85 $403,223 - $407,473	8,174 Added 35.84%	30,980 $1.53 Million
Q1 2023 May 04, 2023	BUY	$49.23 - $49.88 $1.12 Million - $1.14 Million	22,806 New	22,806 $1.14 Million

Others Institutions Holding SMMU

# of Institutions

189

Shares Held

15.6M

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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Kelman Lazarov, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History