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

Axxcess Wealth 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 Q2	$8.69M	Buy	+172,039	New	+$8.68M	0.14%	145
2026 Q1	–	Sell	-172,025	Closed	-$8.68M	–	898
2025 Q4	$8.68M	Buy	172,025 +54,437	+46%	+$2.75M	0.15%	136
2025 Q3	$5.95M	Buy	117,588 +20,718	+21%	+$1.04M	0.13%	139
2025 Q2	$4.86M	Buy	96,870 +25,039	+35%	+$1.25M	0.11%	151
2025 Q1	$3.59M	Buy	71,831 +11,124	+18%	+$556K	0.1%	174
2024 Q4	$3.03M	Buy	60,707 +35,771	+143%	+$1.79M	0.07%	197
2024 Q3	$1.26M	Buy	+24,936	New	+$1.25M	0.03%	344

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

Axxcess Wealth Management's SMMU Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026: 172,039 shares worth $8.69M. The stake represents 0.14% of the portfolio and ranks #145 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SMMU as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SMMU in Q3 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Axxcess Wealth Management held 172,039 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $8.69M as of Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new Axxcess Wealth Management position in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.14% of Axxcess Wealth Management's portfolio in Q2 2026, its #145 holding.
Axxcess Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 7 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.