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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
Q2 		$3.9M Buy
77,211
+16,025
+26% +$808K 0.65% 40
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

ABLE Financial Group's SMMU Position: Q2 2026 in Review

ABLE Financial Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 26% in Q2 2026, buying an estimated $808K and bringing the position to 77,211 shares worth $3.9M. The position accounts for 0.65% of the portfolio, ranked #40.

ABLE Financial Group first reported a position in SMMU in Q1 2023 and has held it in 14 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • ABLE Financial Group held 77,211 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.9M as of Q2 2026.
  • ABLE Financial Group bought 16,025 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $808K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.65% of ABLE Financial Group's portfolio in Q2 2026, its #40 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 14 quarters since.
  • 201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.