Atlas Legacy Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Atlas Legacy Advisors’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	$220K	Sell	4,363 -574	-12%	-$28.9K	0.03%	203
2026 Q1	$249K	Sell	4,937 -267	-5%	-$13.5K	0.05%	180
2025 Q4	$262K	Sell	5,204 -478	-8%	-$24.1K	0.05%	178
2025 Q3	$287K	Sell	5,682 -20	-0.4%	-$1.01K	0.06%	171
2025 Q2	$286K	Buy	5,702 +1,561	+38%	+$77.8K	0.06%	151
2025 Q1	$207K	Sell	4,141 -1,665	-29%	-$83.3K	0.05%	169
2024 Q4	$289K	Buy	+5,806	New	+$291K	0.07%	144

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

Atlas Legacy Advisors's SMMU Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 12% in Q2 2026, selling an estimated $28.9K and leaving 4,363 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #203.

Atlas Legacy Advisors first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q4 2024. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Atlas Legacy Advisors held 4,363 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $220K as of Q2 2026.
Atlas Legacy Advisors sold 574 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $28.9K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Atlas Legacy Advisors's portfolio in Q2 2026, its #203 holding.
Atlas Legacy Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $289K in Q4 2024.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.