Bridgewealth Advisory Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Bridgewealth Advisory Group’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	-4,527	Closed	-$227K	–	129
2025 Q2	$227K	Sell	4,527 -733	-14%	-$36.5K	0.06%	101
2025 Q1	$263K	Sell	5,260 -2,946	-36%	-$147K	0.35%	46
2024 Q4	$411K	Buy	8,206 +3,043	+59%	+$152K	0.12%	66
2024 Q3	$261K	Buy	5,163 +691	+15%	+$34.7K	0.09%	67
2024 Q2	$223K	Buy	+4,472	New	+$223K	0.1%	62

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

Bridgewealth Advisory Group's SMMU Position: Q3 2025 in Review

Bridgewealth Advisory Group sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2025, closing a stake of 4,527 shares — an estimated $227K sold.

Bridgewealth Advisory Group first reported a position in SMMU in Q2 2024 and held it in 5 quarters. The position peaked at $411K in Q4 2024. 177 funds tracked by Wall St. Rank hold SMMU as of Q3 2025.

Bridgewealth Advisory Group reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Bridgewealth Advisory Group sold 4,527 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $227K.
Bridgewealth Advisory Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and held it in 5 quarters.
Bridgewealth Advisory Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $411K in Q4 2024.
177 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Bridgewealth Advisory Group's 13F filing for Q3 2025, filed 23 Oct 2025.