Archford Capital Strategies’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Archford Capital Strategies’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	$232K	Buy	4,604 +33	+0.7%	+$1.66K	0.02%	335
2026 Q1	$231K	Buy	+4,571	New	+$232K	0.03%	313
2019 Q3	–	Sell	-1,700	Closed	-$86K	–	468
2019 Q2	$86K	Hold	1,700	–	–	0.03%	248
2019 Q1	$86K	Sell	1,700 -130	-7%	-$6.5K	0.03%	248
2018 Q4	$91K	Hold	1,830	–	–	0.04%	232
2018 Q3	$91K	Hold	1,830	–	–	0.03%	254
2018 Q2	$91K	Sell	1,830 -409	-18%	-$20.3K	0.03%	260
2018 Q1	$112K	Buy	+2,239	New	+$112K	0.05%	162
2017 Q2	–	Sell	-2,239	Closed	-$112K	–	553
2017 Q1	$112K	Hold	2,239	–	–	0.04%	230
2016 Q4	$110K	Hold	2,239	–	–	0.05%	202
2016 Q3	$112K	Hold	2,239	–	–	0.05%	209
2016 Q2	$113K	Buy	+2,239	New	+$113K	0.06%	188
2016 Q1	–	Sell	-2,239	Closed	-$113K	–	528
2015 Q4	$113K	Hold	2,239	–	–	0.05%	203
2015 Q3	$113K	Sell	2,239 -634	-22%	-$31.9K	0.08%	145
2015 Q2	$144K	Hold	2,873	–	–	0.1%	131
2015 Q1	$145K	Hold	2,873	–	–	0.1%	132
2014 Q4	$144K	Hold	2,873	–	–	0.11%	133
2014 Q3	$145K	Hold	2,873	–	–	0.12%	133
2014 Q2	$145K	Hold	2,873	–	–	0.11%	136
2014 Q1	$145K	Buy	+2,873	New	+$145K	0.12%	135

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

Archford Capital Strategies's SMMU Position: Q2 2026 in Review

Archford Capital Strategies increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.72% in Q2 2026, buying an estimated $1.66K and bringing the position to 4,604 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #335.

Archford Capital Strategies first reported a position in SMMU in Q1 2014 and has held it in 20 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Archford Capital Strategies held 4,604 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $232K as of Q2 2026.
Archford Capital Strategies bought 33 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.66K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Archford Capital Strategies's portfolio in Q2 2026, its #335 holding.
Archford Capital Strategies first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2014 and has held it in 20 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 Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.