OneDigital Investment Advisors LLC

Position in SMMU — PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

CIK 1690370 OVERLAND PARK, KS

All Filings in SMMU

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SMMU	$1,221,243	24,207	-22.4%	Shares	Sole	2026-05-08
2025-12-31 SMMU	$1,572,558	31,183	-4.3%	Shares	Sole	2026-02-13
2025-09-30 SMMU	$1,648,025	32,589	-26.7%	Shares	Sole	2025-11-10
2025-06-30 SMMU	$2,229,303	44,435	-17.9%	Shares	Sole	2025-08-07
2025-03-31 SMMU	$2,706,232	54,103	-11.1%	Shares	Sole	2025-04-29
2024-12-31 SMMU	$3,033,461	60,864	-22.6%	Shares	Sole	2025-02-13
2024-09-30 SMMU	$3,971,471	78,643	-14.7%	Shares	Sole	2024-11-06
2024-06-30 SMMU	$4,596,767	92,175	-13.5%	Shares	Sole	2024-08-02
2024-03-31 SMMU	$5,319,589	106,605	-6.6%	Shares	Sole	2024-05-10
2023-12-31 SMMU	$5,707,372	114,079	-48.1%	Shares	Sole	2024-02-13
2023-09-30 SMMU	$10,761,216	219,841	-11.6%	Shares	Sole	2023-11-14
2023-06-30 SMMU	$12,312,018	248,577	-14.9%	Shares	Sole	2023-08-07
2023-03-31 SMMU	$14,536,904	292,023	-4.9%	Shares	Sole	2023-05-10
2022-12-31 SMMU	$15,131,254	306,922	-29.3%	Shares	Sole	2023-02-02
2022-09-30 SMMU	$21,217,161	434,244	-9.7%	Shares	Sole	2022-11-08
2022-06-30 SMMU	$23,859,076	480,739	-22.2%	Shares	Sole	2022-08-08
2022-03-31 SMMU	$30,869,997	617,647	-3.2%	Shares	Sole	2022-05-05
2021-12-31 SMMU	$32,694,934	638,199	+4.0%	Shares	Sole	2022-02-23
2021-09-30 SMMU	$31,473,011	613,509	+0.6%	Shares	Sole	2021-11-05
2021-06-30 SMMU	$31,386,043	610,030	+12.3%	Shares	Sole	2021-08-09
2021-03-31 SMMU	$27,897,325	543,278	+15.5%	Shares	Sole	2021-05-10
2020-12-31 SMMU	$24,190,812	470,181	+10.4%	Shares	Sole	2021-02-08
2020-09-30 SMMU	$21,827,430	425,818	+29.3%	Shares	Sole	2020-10-09
2020-06-30 SMMU	$16,815,972	329,402	+22.2%	Shares	Sole	2020-08-14
2020-03-31 SMMU	$13,632,711	269,581	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.