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 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 $1.66T 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 $281M AUM 18.28% 1-Year Est. Return

Barnes Wealth Management Group's SMMU Position: Q1 2026 in Review

Barnes Wealth Management Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 40% in Q1 2026, buying an estimated $142K and bringing the position to 9,873 shares worth $498K. The position accounts for 0.25% of the portfolio, ranked #99.

Barnes Wealth Management Group first reported a position in SMMU in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Barnes Wealth Management Group held 9,873 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $498K as of Q1 2026.
Barnes Wealth Management Group bought 2,799 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $142K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.25% of Barnes Wealth Management Group's portfolio in Q1 2026, its #99 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 6 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 Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.