Atlantic Union Bankshares’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Atlantic Union Bankshares’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	$174K	Buy	3,449 +1,019	+42%	+$51.6K	﹤0.01%	614
2025 Q4	$123K	Buy	2,430 +62	+3%	+$3.13K	﹤0.01%	695
2025 Q3	$120K	Buy	2,368 +1,038	+78%	+$52.3K	﹤0.01%	717
2025 Q2	$66.7K	Buy	+1,330	New	+$66.3K	﹤0.01%	623

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

Atlantic Union Bankshares's SMMU Position: Q1 2026 in Review

Atlantic Union Bankshares increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 42% in Q1 2026, buying an estimated $51.6K and bringing the position to 3,449 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Atlantic Union Bankshares first reported a position in SMMU in Q2 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Atlantic Union Bankshares held 3,449 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $174K as of Q1 2026.
Atlantic Union Bankshares bought 1,019 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $51.6K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #614 holding.
Atlantic Union Bankshares first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.