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Blue Trust Inc’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Blue Trust Inc’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 		$127K Hold
2,511
– – ﹤0.01% 935
2026
Q1 		$127K Hold
2,511
– – ﹤0.01% 927
2025
Q4 		$127K Buy
+2,511
New +$127K ﹤0.01% 951

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

Blue Trust Inc's SMMU Position: Q2 2026 in Review

Blue Trust Inc held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 2,511 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Blue Trust Inc first reported a position in SMMU in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Blue Trust Inc held 2,511 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $127K as of Q2 2026.
  • Blue Trust Inc 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 Blue Trust Inc's portfolio in Q2 2026, its #935 holding.
  • Blue Trust Inc first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.