Yhb Investment Advisors, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History

Yhb Investment Advisors, Inc.

$1.26 Billion
Q2 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 39,857 shares of SMMU stock, worth $2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

39,857

Previous 34,660 14.99%

Holding current value

$2 Million

Previous $1.73 Million 15.35%

% of portfolio

0.16%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$49.18 - $50.16 $255,588 - $260,681	5,197 Added 14.99%	39,857 $2 Million
Q1 2025 Apr 22, 2025	BUY	$49.75 - $50.27 $258,700 - $261,404	5,200 Added 17.65%	34,660 $1.73 Million
Q4 2024 Jan 22, 2025	BUY	$49.74 - $50.43 $541,171 - $548,678	10,880 Added 58.56%	29,460 $1.47 Million
Q3 2024 Oct 22, 2024	BUY	$49.69 - $50.5 $362,488 - $368,397	7,295 Added 64.64%	18,580 $938,000
Q2 2024 Aug 01, 2024	SELL	$49.57 - $49.94 $77,329 - $77,906	-1,560 Reduced 12.14%	11,285 $562,000
Q1 2024 Aug 14, 2024	BUY	$49.89 - $50.18 $77,828 - $78,280	1,560 Added 13.82%	12,845 $640,000
Q4 2023 Jan 29, 2024	SELL	$48.75 - $50.14 $38,512 - $39,610	-790 Reduced 5.79%	12,845 $642,000
Q3 2023 Oct 23, 2023	SELL	$48.95 - $49.66 $67,551 - $68,530	-1,380 Reduced 9.19%	13,635 $667,000
Q2 2023 Aug 10, 2023	SELL	$49.33 - $49.85 $113,459 - $114,655	-2,300 Reduced 13.28%	15,015 $743,000
Q1 2023 May 08, 2023	SELL	$49.23 - $49.88 $49,230 - $49,880	-1,000 Reduced 5.46%	17,315 $861,000
Q4 2022 Jan 12, 2023	SELL	$48.58 - $49.5 $331,072 - $337,342	-6,815 Reduced 27.12%	18,315 $0
Q3 2022 Nov 03, 2022	SELL	$48.8 - $50.02 $224,480 - $230,092	-4,600 Reduced 15.47%	25,130 $1.23 Million
Q2 2022 Jul 14, 2022	SELL	$49.13 - $49.94 $152,303 - $154,814	-3,100 Reduced 9.44%	29,730 $1.48 Million
Q1 2022 Apr 14, 2022	SELL	$49.9 - $51.25 $154,690 - $158,875	-3,100 Reduced 8.63%	32,830 $1.64 Million
Q4 2021 Jan 18, 2022	BUY	$51.2 - $51.31 $120,320 - $120,578	2,350 Added 7.0%	35,930 $1.84 Million
Q3 2021 Oct 28, 2021	BUY	$51.3 - $51.55 $29,497 - $29,641	575 Added 1.74%	33,580 $1.72 Million
Q2 2021 Jul 15, 2021	BUY	$51.33 - $51.53 $60,569 - $60,805	1,180 Added 3.71%	33,005 $1.7 Million
Q1 2021 Apr 22, 2021	SELL	$51.24 - $51.61 $296,935 - $299,079	-5,795 Reduced 15.4%	31,825 $1.64 Million
Q4 2020 Jan 21, 2021	SELL	$51.11 - $51.45 $30,666 - $30,870	-600 Reduced 1.57%	37,620 $1.94 Million
Q3 2020 Nov 02, 2020	BUY	$51.04 - $51.39 $1.95 Million - $1.96 Million	38,220 New	38,220 $1.96 Million

Others Institutions Holding SMMU

# of Institutions

183

Shares Held

12.9M

Call Options Held

Put Options Held

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About PIMCO ETF TR SHT TERM MUN BD A

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Yhb Investment Advisors, Inc. Pimco ETF Tr Sht Term Mun Bd A Transaction History