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

Beaird Harris 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	–	Hold	0	–	–	–	707
2026 Q1	–	Sell	-2,752	Closed	-$139K	–	686
2025 Q4	$139K	Sell	2,752 -10,741	-80%	-$542K	0.01%	161
2025 Q3	$682K	Buy	13,493 +93	+0.7%	+$4.69K	0.05%	84
2025 Q2	$672K	Buy	13,400 +3,915	+41%	+$195K	0.05%	78
2025 Q1	$474K	Sell	9,485 -15,696	-62%	-$785K	0.04%	87
2024 Q4	$1.26M	Sell	25,181 -1,100	-4%	-$55.1K	0.11%	61
2024 Q3	$1.33M	Buy	+26,281	New	+$1.32M	0.12%	55

Other funds holding SMMU

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Beaird Harris Wealth Management's SMMU Position: Q2 2026 in Review

Beaird Harris Wealth Management held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Beaird Harris Wealth Management first reported a position in SMMU in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q3 2024. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Beaird Harris Wealth Management held 0 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1 as of Q2 2026.
Beaird Harris Wealth Management left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #707 holding.
Beaird Harris Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 6 quarters since.
Beaird Harris Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.33M in Q3 2024.
33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.