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

Allworth 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	$6.7M	Sell	132,622 -123	-0.1%	-$6.2K	0.03%	301
2026 Q1	$6.7M	Buy	132,745 +10,411	+9%	+$527K	0.03%	315
2025 Q4	$6.17M	Buy	122,334 +10,705	+10%	+$540K	0.03%	316
2025 Q3	$5.65M	Buy	111,629 +13,724	+14%	+$692K	0.02%	298
2025 Q2	$4.91M	Buy	97,905 +12,856	+15%	+$641K	0.02%	309
2025 Q1	$4.23M	Buy	85,049 +37,709	+80%	+$1.89M	0.02%	280
2024 Q4	$2.37M	Sell	47,340 -937	-2%	-$46.9K	0.01%	375
2024 Q3	$2.44M	Buy	48,277 +174	+0.4%	+$8.73K	0.01%	306
2024 Q2	$2.41M	Sell	48,103 -164	-0.3%	-$8.16K	0.02%	300
2024 Q1	$2.41M	Sell	48,267 -2,202	-4%	-$110K	0.02%	292
2023 Q4	$2.52M	Sell	50,469 -8,767	-15%	-$433K	0.02%	270
2023 Q3	$2.9M	Sell	59,236 -2,493	-4%	-$123K	0.02%	234
2023 Q2	$3.06M	Buy	+61,729	New	+$3.06M	0.03%	232

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

Allworth Financial's SMMU Position: Q2 2026 in Review

Allworth Financial reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.09% in Q2 2026, selling an estimated $6.2K and leaving 132,622 shares worth $6.7M. The position accounts for 0.03% of the portfolio, ranked #301.

Allworth Financial first reported a position in SMMU in Q2 2023 and has held it in 13 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Allworth Financial held 132,622 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $6.7M as of Q2 2026.
Allworth Financial sold 123 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.2K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #301 holding.
Allworth 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.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.