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 Q2	$177K	Buy	3,510 +61	+2%	+$3.08K	﹤0.01%	650
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 $1.89T 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

Atlantic Union Bankshares's SMMU Position: Q2 2026 in Review

Atlantic Union Bankshares increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.8% in Q2 2026, buying an estimated $3.08K and bringing the position to 3,510 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Atlantic Union Bankshares first reported a position in SMMU in Q2 2025 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Atlantic Union Bankshares held 3,510 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $177K as of Q2 2026.
Atlantic Union Bankshares bought 61 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.08K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #650 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 5 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.