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

Barnes Wealth Management Group’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	$588K	Buy	11,645 +1,772	+18%	+$89.4K	0.27%	93
2026 Q1	$498K	Buy	9,873 +2,799	+40%	+$142K	0.25%	99
2025 Q4	$357K	Sell	7,074 -113	-2%	-$5.71K	0.19%	112
2025 Q3	$363K	Hold	7,187	–	–	0.2%	110
2025 Q2	$361K	Buy	7,187 +48	+0.7%	+$2.39K	0.21%	102
2025 Q1	$357K	Sell	7,139 -16	-0.2%	-$800	0.23%	98
2024 Q4	$357K	Buy	+7,155	New	+$358K	0.24%	94

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

Barnes Wealth Management Group's SMMU Position: Q2 2026 in Review

Barnes Wealth Management Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 18% in Q2 2026, buying an estimated $89.4K and bringing the position to 11,645 shares worth $588K. The position accounts for 0.27% of the portfolio, ranked #93.

Barnes Wealth Management Group first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Barnes Wealth Management Group held 11,645 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $588K as of Q2 2026.
Barnes Wealth Management Group bought 1,772 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $89.4K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.27% of Barnes Wealth Management Group's portfolio in Q2 2026, its #93 holding.
Barnes Wealth Management Group 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.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.