American Institute for Advanced Investment Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

American Institute for Advanced 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	$212K	Hold	4,200	–	–	0.12%	156
2026 Q1	$212K	Sell	4,200 -300	-7%	-$15.2K	0.14%	148
2025 Q4	$227K	Hold	4,500	–	–	0.15%	140
2025 Q3	$228K	Hold	4,500	–	–	0.15%	133
2025 Q2	$226K	Sell	4,500 -1,100	-20%	-$54.8K	0.16%	130
2025 Q1	$280K	Buy	+5,600	New	+$280K	0.21%	112
2023 Q4	–	Sell	-4,600	Closed	-$225K	–	121
2023 Q3	$225K	Sell	4,600 -945	-17%	-$46.7K	0.21%	107
2023 Q2	$275K	Sell	5,545 -2,000	-27%	-$99.1K	0.24%	98
2023 Q1	$376K	Sell	7,545 -1,250	-14%	-$62K	0.4%	67
2022 Q4	$434K	Sell	8,795 -2,990	-25%	-$147K	0.4%	67
2022 Q3	$576K	Hold	11,785	–	–	0.54%	54
2022 Q2	$585K	Hold	11,785	–	–	0.51%	53
2022 Q1	$589K	Buy	11,785 +2,000	+20%	+$101K	0.43%	59
2021 Q4	$501K	Buy	9,785 +1,250	+15%	+$64.1K	0.34%	69
2021 Q3	$438K	Buy	8,535 +200	+2%	+$10.3K	0.31%	71
2021 Q2	$429K	Buy	8,335 +2,600	+45%	+$134K	0.3%	74
2021 Q1	$294K	Buy	+5,735	New	+$295K	0.22%	87

Other funds holding SMMU

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

JAWA

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

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

American Institute for Advanced Investment Management's SMMU Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 4,200 shares worth $212K. The position accounts for 0.12% of the portfolio, ranked #156.

American Institute for Advanced Investment Management first reported a position in SMMU in Q1 2021 and has held it in 17 quarters since. The position peaked at $589K in Q1 2022. 131 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

American Institute for Advanced Investment Management held 4,200 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $212K as of Q2 2026.
American Institute for Advanced Investment Management left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.12% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #156 holding.
American Institute for Advanced Investment Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2021 and has held it in 17 quarters since.
American Institute for Advanced Investment Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $589K in Q1 2022.
131 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.