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

Iam Advisory, LLC

$427 Million
Q3 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 32,463 shares of SMMU stock, worth $1.64 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

32,463

Previous 32,254 0.65%

Holding current value

$1.64 Million

Previous $1.62 Million 1.48%

% of portfolio

0.38%

Previous 0.4%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$50.09 - $50.73 $10,468 - $10,602	209 Added 0.65%	32,463 $1.64 Million
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

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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