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

AIFG Consultants’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
2025 Q4	$2.49M	Buy	49,332 +1,620	+3%	+$81.8K	4.27%	5
2025 Q3	$2.41M	Buy	47,712 +5,371	+13%	+$271K	4.25%	6
2025 Q2	$2.12M	Buy	42,341 +143	+0.3%	+$7.13K	4.14%	5
2025 Q1	$2.11M	Buy	42,198 +1,533	+4%	+$76.7K	3.48%	8
2024 Q4	$2.03M	Buy	+40,665	New	+$2.04M	3.31%	10
2023 Q3	–	Sell	-47,190	Closed	-$2.34M	–	41
2023 Q2	$2.34M	Buy	47,190 +1,175	+3%	+$58.2K	1.88%	12
2023 Q1	$2.29M	Sell	46,015 -17,833	-28%	-$885K	1.94%	13
2022 Q4	$3.15M	Buy	+63,848	New	+$3.13M	3.07%	12

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

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

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

JAWA

John A. Wolfe & Associates Portage, Michigan $72.6M AUM

AIFG Consultants's SMMU Position: Q4 2025 in Review

AIFG Consultants increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 3.4% in Q4 2025, buying an estimated $81.8K and bringing the position to 49,332 shares worth $2.49M. The position accounts for 4.27% of the portfolio, ranked #5.

AIFG Consultants first reported a position in SMMU in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.15M in Q4 2022. 185 funds tracked by Wall St. Rank hold SMMU as of Q4 2025.

AIFG Consultants held 49,332 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.49M as of Q4 2025.
AIFG Consultants bought 1,620 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $81.8K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 4.27% of AIFG Consultants's portfolio in Q4 2025, its #5 holding.
AIFG Consultants first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 8 quarters since.
AIFG Consultants's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $3.15M in Q4 2022.
185 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.