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

Anchor 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 Q1	$404K	Hold	8,000	–	–	0.03%	288
2025 Q4	$403K	Hold	8,000	–	–	0.03%	287
2025 Q3	$405K	Hold	8,000	–	–	0.03%	284
2025 Q2	$401K	Hold	8,000	–	–	0.04%	279
2025 Q1	$400K	Buy	8,000 +2,000	+33%	+$100K	0.04%	277
2024 Q4	$299K	Hold	6,000	–	–	0.03%	304
2024 Q3	$303K	Buy	6,000 +2,500	+71%	+$125K	0.03%	305
2024 Q2	$175K	Buy	3,500 +2,500	+250%	+$124K	0.02%	367
2024 Q1	$49.9K	Hold	1,000	–	–	0.01%	537
2023 Q4	$50K	Hold	1,000	–	–	0.01%	519
2023 Q3	$49K	Hold	1,000	–	–	0.01%	511
2023 Q2	$49.5K	Hold	1,000	–	–	0.01%	509
2023 Q1	$49.8K	Hold	1,000	–	–	0.01%	535
2022 Q4	$49.3K	Hold	1,000	–	–	0.01%	527
2022 Q3	$48.9K	Hold	1,000	–	–	0.01%	508
2022 Q2	$49.6K	Buy	+1,000	New	+$49.5K	0.01%	534

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

Anchor Investment Management's SMMU Position: Q1 2026 in Review

Anchor Investment Management held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q1 2026 at 8,000 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #288.

Anchor Investment Management first reported a position in SMMU in Q2 2022 and has held it in 16 quarters since. The position peaked at $405K in Q3 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Anchor Investment Management held 8,000 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $404K as of Q1 2026.
Anchor Investment Management left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Anchor Investment Management's portfolio in Q1 2026, its #288 holding.
Anchor Investment Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 16 quarters since.
Anchor Investment Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $405K in Q3 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.