Bedel Financial Consulting’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Bedel Financial Consulting’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	$666K	Hold	13,184	–	–	0.06%	149
2026 Q1	$665K	Hold	13,184	–	–	0.07%	144
2025 Q4	$665K	Hold	13,184	–	–	0.07%	141
2025 Q3	$667K	Hold	13,184	–	–	0.09%	131
2025 Q2	$661K	Hold	13,184	–	–	0.09%	125
2025 Q1	$656K	Hold	13,184	–	–	0.09%	120
2024 Q4	$660K	Hold	13,184	–	–	0.09%	125
2024 Q3	$666K	Hold	13,184	–	–	0.09%	117
2024 Q2	$657K	Hold	13,184	–	–	0.1%	113
2024 Q1	$658K	Hold	13,184	–	–	0.1%	109
2023 Q4	$660K	Hold	13,184	–	–	0.12%	103
2023 Q3	$645K	Hold	13,184	–	–	0.13%	93
2023 Q2	$653K	Hold	13,184	–	–	0.14%	94
2023 Q1	$656K	Hold	13,184	–	–	0.16%	86
2022 Q4	$650K	Buy	+13,184	New	+$647K	0.16%	84

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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

Bedel Financial Consulting's SMMU Position: Q2 2026 in Review

Bedel Financial Consulting held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 13,184 shares worth $666K. The position accounts for 0.06% of the portfolio, ranked #149.

Bedel Financial Consulting first reported a position in SMMU in Q4 2022 and has held it in 15 quarters since. The position peaked at $667K in Q3 2025. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Bedel Financial Consulting held 13,184 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $666K as of Q2 2026.
Bedel Financial Consulting 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 0.06% of Bedel Financial Consulting's portfolio in Q2 2026, its #149 holding.
Bedel Financial Consulting first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
Bedel Financial Consulting's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $667K in Q3 2025.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.