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

Briaud Financial Planning’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
2025 Q3	–	Sell	-302	Closed	-$15K	–	291
2025 Q2	$15K	Buy	+302	New	+$15.1K	0.01%	208

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFGP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Briaud Financial Planning's SMMU Position: Q3 2025 in Review

Briaud Financial Planning sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2025, closing a stake of 302 shares — an estimated $15K sold.

Briaud Financial Planning first reported a position in SMMU in Q2 2025 and held it in 1 quarter. The position peaked at $15K in Q2 2025. 177 funds tracked by Wall St. Rank hold SMMU as of Q3 2025.

Briaud Financial Planning reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 302 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $15K.
Briaud Financial Planning first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $15K in Q2 2025.
177 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.