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

Advisornet Financial’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	$624K	Buy	12,356 +388	+3%	+$19.6K	0.03%	367
2026 Q1	$604K	Sell	11,968 -4	-0%	-$203	0.03%	344
2025 Q4	$604K	Sell	11,972 -227	-2%	-$11.5K	0.03%	352
2025 Q3	$617K	Sell	12,199 -558	-4%	-$28.1K	0.03%	337
2025 Q2	$640K	Sell	12,757 -1,241	-9%	-$61.9K	0.04%	323
2025 Q1	$700K	Buy	13,998 +2,507	+22%	+$125K	0.05%	282
2024 Q4	$573K	Buy	11,491 +660	+6%	+$33.1K	0.05%	287
2024 Q3	$547K	Buy	10,831 +193	+2%	+$9.68K	0.04%	315
2024 Q2	$531K	Buy	10,638 +133	+1%	+$6.62K	0.05%	295
2024 Q1	$524K	Buy	10,505 +285	+3%	+$14.3K	0.05%	296
2023 Q4	$511K	Buy	10,220 +6,559	+179%	+$324K	0.05%	314
2023 Q3	$179K	Buy	3,661 +3,433	+1,506%	+$170K	0.02%	473
2023 Q2	$11.3K	Buy	+228	New	+$11.3K	﹤0.01%	1290

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Advisornet Financial's SMMU Position: Q2 2026 in Review

Advisornet Financial increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 3.2% in Q2 2026, buying an estimated $19.6K and bringing the position to 12,356 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #367.

Advisornet Financial first reported a position in SMMU in Q2 2023 and has held it in 13 quarters since. The position peaked at $700K in Q1 2025. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Advisornet Financial held 12,356 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $624K as of Q2 2026.
Advisornet Financial bought 388 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $19.6K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #367 holding.
Advisornet Financial first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
Advisornet Financial's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $700K in Q1 2025.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.