ABLE Financial Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

ABLE Financial Group’s Portfolio SMMU Stock Details SMMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.09M	Sell	61,186 -170	-0.3%	-$8.61K	0.6%	43
2025 Q4	$3.09M	Buy	61,356 +7,920	+15%	+$400K	0.63%	38
2025 Q3	$2.7M	Sell	53,436 -19,016	-26%	-$958K	0.59%	40
2025 Q2	$3.63M	Buy	72,452 +6,578	+10%	+$328K	0.88%	30
2025 Q1	$3.3M	Buy	65,874 +4,687	+8%	+$234K	0.92%	28
2024 Q4	$3.05M	Buy	61,187 +2,179	+4%	+$109K	0.9%	30
2024 Q3	$2.98M	Buy	59,008 +6,299	+12%	+$316K	0.92%	27
2024 Q2	$2.63M	Sell	52,709 -2,815	-5%	-$140K	0.95%	26
2024 Q1	$2.77M	Buy	55,524 +206	+0.4%	+$10.3K	1.09%	23
2023 Q4	$2.77M	Sell	55,318 -1,347	-2%	-$66.5K	1.2%	22
2023 Q3	$2.77M	Buy	56,665 +13,476	+31%	+$665K	1.39%	18
2023 Q2	$2.14M	Buy	43,189 +9,385	+28%	+$465K	1.11%	21
2023 Q1	$1.68M	Buy	+33,804	New	+$1.68M	1.1%	23

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

ABLE Financial Group's SMMU Position: Q1 2026 in Review

ABLE Financial Group reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.28% in Q1 2026, selling an estimated $8.61K and leaving 61,186 shares worth $3.09M. The position accounts for 0.6% of the portfolio, ranked #43.

ABLE Financial Group first reported a position in SMMU in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.63M in Q2 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

ABLE Financial Group held 61,186 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.09M as of Q1 2026.
ABLE Financial Group sold 170 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $8.61K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.6% of ABLE Financial Group's portfolio in Q1 2026, its #43 holding.
ABLE Financial Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 13 quarters since.
ABLE Financial Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $3.63M in Q2 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.