Number of Shares
627,916.00
Current Holdings Value*
$31.41 Mil
% of Portfolio
3.34%
Total Estimate Gain
$72,123.88
% of Total Estimate Gain
0.23%

Stonebridge Financial Group, LLC's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund Holding Summary

As of 2025-03-31, Stonebridge Financial Group, LLC held 627,916.00 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund(SMMU), totaling $31.41 Mil. This investment constitutes 3.34% of their stock portfolio, and Stonebridge Financial Group, LLC now holds 4.69% of the outstanding PIMCO Short Term Municipal Bond Active Exchange-Traded Fund(SMMU) stock.

The initial trade took place in 2024Q4. And since then Stonebridge Financial Group, LLC has made 1 purchases of SMMU, at an average price of $50.08, for a total of 627,916.00 shares. Based on historical transaction data and SMMU's current price of $50.19, Stonebridge Financial Group, LLC's estimated gain on his SMMU holdings is $72,123.88, reflecting a 0.23% gain to date.

Stonebridge Financial Group, LLC SMMU ($50.19) Holding Chart

Stonebridge Financial Group, LLC SMMU ($50.19) 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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