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

BCGM 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 		$1.02M Sell
20,231
-2,017
-9% -$102K 0.22% 89
2026
Q1 		$1.12M Sell
22,248
-211
-0.9% -$10.7K 0.28% 80
2025
Q4 		$1.13M Buy
22,459
+344
+2% +$17.4K 0.29% 77
2025
Q3 		$1.12M Sell
22,115
-2,257
-9% -$114K 0.29% 77
2025
Q2 		$1.22M Sell
24,372
-2,199
-8% -$110K 0.34% 72
2025
Q1 		$1.33M Sell
26,571
-2,449
-8% -$122K 0.41% 61
2024
Q4 		$1.45M Sell
29,020
-2,485
-8% -$124K 0.46% 55
2024
Q3 		$1.59M Sell
31,505
-2,878
-8% -$144K 0.52% 53
2024
Q2 		$1.71M Sell
34,383
-7,695
-18% -$383K 0.59% 48
2024
Q1 		$2.1M Buy
42,078
+2,253
+6% +$113K 0.75% 39
2023
Q4 		$1.99M Sell
39,825
-1,790
-4% -$88.4K 0.81% 34
2023
Q3 		$2.04M Sell
41,615
-736
-2% -$36.3K 0.94% 32
2023
Q2 		$2.1M Buy
42,351
+4,038
+11% +$200K 0.92% 30
2023
Q1 		$1.91M Sell
38,313
-33
-0.1% -$1.64K 0.96% 32
2022
Q4 		$1.89M Buy
38,346
+899
+2% +$44.1K 0.92% 30
2022
Q3 		$1.82M Buy
37,447
+17,243
+85% +$855K 0.91% 30
2022
Q2 		$1.01M Buy
20,204
+10,383
+106% +$514K 0.51% 42
2022
Q1 		$485K Buy
+9,821
New +$497K 0.26% 65

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

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

BCGM Wealth Management reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 9.1% in Q2 2026, selling an estimated $102K and leaving 20,231 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #89.

BCGM Wealth Management first reported a position in SMMU in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.1M in Q1 2024. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • BCGM Wealth Management held 20,231 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.02M as of Q2 2026.
  • BCGM Wealth Management sold 2,017 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $102K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.22% of BCGM Wealth Management's portfolio in Q2 2026, its #89 holding.
  • BCGM Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 18 quarters since.
  • BCGM Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.1M in Q1 2024.
  • 202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.