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

Boulder Wealth Advisors’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	$294K	Buy	+5,813	New	+$293K	0.11%	27
2026 Q1	–	Sell	-9,492	Closed	-$479K	–	40
2025 Q4	$479K	Buy	+9,492	New	+$479K	0.2%	26

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

Boulder Wealth Advisors's SMMU Position: Q2 2026 in Review

Boulder Wealth Advisors opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026: 5,813 shares worth $294K. The stake represents 0.11% of the portfolio and ranks #27 among its holdings. This is a return to the name: Boulder Wealth Advisors previously reported a position in SMMU as recently as Q4 2025.

Boulder Wealth Advisors first reported a position in SMMU in Q4 2025 and has held it in 2 quarters since. The position peaked at $479K in Q4 2025. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Boulder Wealth Advisors held 5,813 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $294K as of Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new Boulder Wealth Advisors position in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.11% of Boulder Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Boulder Wealth Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
Boulder Wealth Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $479K in Q4 2025.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.