Biltmore Wealth Management, LLC SMMU Holdings History
Biltmore Wealth Management, LLC's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund Holding Summary
As of 2025-06-30, Biltmore Wealth Management, LLC held 430,018.00 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund(SMMU), totaling $21.57 Mil. This investment constitutes 8.73% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 2.43% of the outstanding PIMCO Short Term Municipal Bond Active Exchange-Traded Fund(SMMU) stock.
The initial trade took place in 2023Q2. And since then Biltmore Wealth Management, LLC has made 8 purchases of SMMU, at an average price of $49.54, for a total of 430,018.00 shares. Based on historical transaction data and SMMU's current price of $50.16, Biltmore Wealth Management, LLC's estimated gain on his SMMU holdings is $265,245.19, reflecting a 1.25% gain to date.
Biltmore Wealth Management, LLC SMMU ($50.16) Holding Chart
Biltmore Wealth Management, LLC SMMU ($50.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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