Advyzon Investment Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Advyzon Investment Management’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	$511K	Sell	10,116 -745	-7%	-$37.6K	0.04%	467
2026 Q1	$548K	Buy	10,861 +167	+2%	+$8.46K	0.05%	369
2025 Q4	$539K	Buy	10,694 +813	+8%	+$41K	0.06%	305
2025 Q3	$500K	Buy	9,881 +159	+2%	+$8.01K	0.09%	222
2025 Q2	$488K	Sell	9,722 -1,321	-12%	-$65.8K	0.11%	186
2025 Q1	$552K	Sell	11,043 -100	-0.9%	-$5K	0.2%	98
2024 Q4	$555K	Buy	+11,143	New	+$558K	0.21%	91

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 $1.32B AUM 23.07% 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 $320M AUM 21.88% 1-Year Est. Return

Advyzon Investment Management's SMMU Position: Q2 2026 in Review

Advyzon Investment Management reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 6.9% in Q2 2026, selling an estimated $37.6K and leaving 10,116 shares worth $511K. The position accounts for 0.04% of the portfolio, ranked #467.

Advyzon Investment Management first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $555K in Q4 2024. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Advyzon Investment Management held 10,116 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $511K as of Q2 2026.
Advyzon Investment Management sold 745 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $37.6K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #467 holding.
Advyzon Investment Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $555K in Q4 2024.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.