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

AE Wealth 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 Q1	$166K	Buy	3,289 +1,688	+105%	+$85.5K	﹤0.01%	1651
2025 Q4	$80.7K	Buy	1,601 +1,467	+1,095%	+$74.1K	﹤0.01%	1750
2025 Q3	$6.78K	Sell	134 -3	-2%	-$151	﹤0.01%	2036
2025 Q2	$6.87K	Sell	137 -4	-3%	-$199	﹤0.01%	1922
2025 Q1	$7.05K	Sell	141 -2	-1%	-$100	﹤0.01%	1895
2024 Q4	$7.13K	Sell	143 -35,071	-100%	-$1.76M	﹤0.01%	1876
2024 Q3	$1.78M	Buy	35,214 +566	+2%	+$28.4K	0.02%	564
2024 Q2	$1.73M	Buy	34,648 +128	+0.4%	+$6.37K	0.02%	555
2024 Q1	$1.72M	Sell	34,520 -454	-1%	-$22.7K	0.02%	531
2023 Q4	$1.75M	Buy	+34,974	New	+$1.73M	0.01%	948
2022 Q1	–	Sell	-5,920	Closed	-$303K	–	1801
2021 Q4	$303K	Buy	+5,920	New	+$303K	﹤0.01%	1441

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

AE Wealth Management's SMMU Position: Q1 2026 in Review

AE Wealth Management increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 105% in Q1 2026, buying an estimated $85.5K and bringing the position to 3,289 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

AE Wealth Management first reported a position in SMMU in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.78M in Q3 2024. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

AE Wealth Management held 3,289 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $166K as of Q1 2026.
AE Wealth Management bought 1,688 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $85.5K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1651 holding.
AE Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 11 quarters since.
AE Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.78M in Q3 2024.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.