Beacon Capital Management LLC (Tennessee)’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	–	Sell	-7,434	Closed	-$375K	–	191
2026 Q1	$375K	Sell	7,434 -599	-7%	-$30.3K	0.07%	115
2025 Q4	$405K	Buy	+8,033	New	+$406K	0.06%	90
2025 Q3	–	Sell	-109	Closed	-$5.46K	–	860
2025 Q2	$5.46K	Buy	109 +1	+0.9%	+$50	﹤0.01%	744
2025 Q1	$5.4K	Buy	108 +1	+0.9%	+$50	﹤0.01%	753
2024 Q4	$5.35K	Hold	107	–	–	﹤0.01%	715
2024 Q3	$5.4K	Buy	107 +1	+0.9%	+$50	﹤0.01%	797
2024 Q2	$5.29K	Buy	106 +1	+1%	+$50	﹤0.01%	693
2024 Q1	$5.25K	Buy	+105	New	+$5.25K	﹤0.01%	690

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

Beacon Capital Management LLC (Tennessee)'s SMMU Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026, closing a stake of 7,434 shares — an estimated $375K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SMMU in Q1 2024 and held it in 8 quarters. The position peaked at $405K in Q4 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Beacon Capital Management LLC (Tennessee) reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 7,434 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $375K.
Beacon Capital Management LLC (Tennessee) first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2024 and held it in 8 quarters.
Beacon Capital Management LLC (Tennessee)'s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $405K in Q4 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.