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 Q3	$569K	Sell	11,518 -127	-1%	-$6.37K	0.25%	98
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%	-$5.7K	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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Barnes Wealth Management Group's SMMU Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.1% in Q3 2026, selling an estimated $6.37K and leaving 11,518 shares worth $569K. The position accounts for 0.25% of the portfolio, ranked #98.

Barnes Wealth Management Group first reported a position in SMMU in Q4 2024 and has held it in 8 quarters since. The position peaked at $588K in Q2 2026. 134 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Barnes Wealth Management Group held 11,518 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $569K as of Q3 2026.
Barnes Wealth Management Group sold 127 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $6.37K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.25% of Barnes Wealth Management Group's portfolio in Q3 2026, its #98 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 8 quarters since.
Barnes Wealth Management Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $588K in Q2 2026.
134 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.