Madison Wealth Partners, Inc Pimco ETF Tr Sht Term Mun Bd A Transaction History

Madison Wealth Partners, Inc

$405 Million
Q2 2025

A detailed history of Madison Wealth Partners, Inc transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 4,569 shares of SMMU stock, worth $230,871. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,569

Previous 5,775 20.88%

Holding current value

$230,871

Previous $288,000 20.49%

% of portfolio

0.06%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$49.18 - $50.17 $59,311 - $60,505	-1,206 Reduced 20.88%	4,569 $229,000
Q1 2025 Apr 22, 2025	SELL	$49.75 - $50.27 $41,441 - $41,874	-833 Reduced 12.61%	5,775 $288,000
Q4 2024 Feb 10, 2025	SELL	$49.74 - $50.43 $44,069 - $44,680	-886 Reduced 11.82%	6,608 $329,000
Q3 2024 Oct 24, 2024	SELL	$49.69 - $50.5 $11,031 - $11,211	-222 Reduced 2.88%	7,494 $378,000
Q2 2024 Aug 09, 2024	SELL	$49.57 - $49.94 $75,495 - $76,058	-1,523 Reduced 16.48%	7,716 $384,000
Q1 2024 Apr 29, 2024	SELL	$49.89 - $50.18 $3,093 - $3,111	-62 Reduced 0.67%	9,239 $461,000
Q4 2023 Feb 12, 2024	SELL	$48.75 - $50.14 $134,160 - $137,985	-2,752 Reduced 22.83%	9,301 $465,000
Q3 2023 Nov 01, 2023	SELL	$48.95 - $49.66 $112,682 - $114,317	-2,302 Reduced 16.04%	12,053 $589,000
Q2 2023 Jul 20, 2023	SELL	$49.33 - $49.85 $14,108 - $14,257	-286 Reduced 1.95%	14,355 $711,000
Q1 2023 Apr 20, 2023	SELL	$49.23 - $49.88 $60,060 - $60,853	-1,220 Reduced 7.69%	14,641 $728,000
Q4 2022 Jan 24, 2023	BUY	$48.58 - $49.5 $81,954 - $83,506	1,687 Added 11.9%	15,861 $0
Q3 2022 Oct 24, 2022	SELL	$48.8 - $50.02 $49,629 - $50,870	-1,017 Reduced 6.69%	14,174 $693,000
Q2 2022 Jul 22, 2022	BUY	$49.13 - $49.94 $746,333 - $758,638	15,191 New	15,191 $754,000

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

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Madison Wealth Partners, Inc Pimco ETF Tr Sht Term Mun Bd A Transaction History