Milestone Investment Advisors LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Milestone Investment Advisors LLC

$395 Million
Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 38,646 shares of SMMU stock, worth $1.95 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

38,646

Previous 32,477 18.99%

Holding current value

$1.95 Million

Previous $1.63 Million 19.95%

% of portfolio

0.49%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$50.09 - $50.73 $309,005 - $312,953	6,169 Added 18.99%	38,646 $1.95 Million
Q2 2025 Aug 13, 2025	BUY	$49.18 - $50.17 $418,866 - $427,297	8,517 Added 35.55%	32,477 $1.63 Million
Q1 2025 Apr 28, 2025	BUY	$49.75 - $50.27 $463,073 - $467,913	9,308 Added 63.53%	23,960 $1.2 Million
Q4 2024 Feb 12, 2025	BUY	$49.74 - $50.43 $177,820 - $180,287	3,575 Added 32.27%	14,652 $730,000
Q3 2024 Oct 30, 2024	BUY	$49.69 - $50.5 $200,002 - $203,262	4,025 Added 57.08%	11,077 $559,000

Q2 2024 Aug 13, 2024	BUY	$49.57 - $49.94 $250,526 - $252,396	5,054 Added 252.95%	7,052 $351,000
Q1 2024 May 14, 2024	BUY	$49.89 - $50.18 $99,680 - $100,259	1,998 New	1,998 $99,000

Others Institutions Holding SMMU

# of Institutions

195

Shares Held

18.2M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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Milestone Investment Advisors LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History