Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Cambridge Investment Research 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
Q1 		$789K Sell
15,649
-13,362
-46% -$677K ﹤0.01% 2380
2025
Q4 		$1.46M Sell
29,011
-2,041
-7% -$103K ﹤0.01% 1794
2025
Q3 		$1.57M Sell
31,052
-11,179
-26% -$563K ﹤0.01% 1695
2025
Q2 		$2.12M Sell
42,231
-8,310
-16% -$414K 0.01% 1388
2025
Q1 		$2.53M Buy
50,541
+868
+2% +$43.4K 0.01% 1199
2024
Q4 		$2.48M Buy
49,673
+3,699
+8% +$185K 0.01% 1207
2024
Q3 		$2.32M Sell
45,974
-6,663
-13% -$334K 0.01% 1234
2024
Q2 		$2.63M Buy
52,637
+11,756
+29% +$585K 0.01% 1106
2024
Q1 		$2.04M Buy
40,881
+5,329
+15% +$266K 0.01% 1249
2023
Q4 		$1.78M Buy
35,552
+5,055
+17% +$250K 0.01% 1278
2023
Q3 		$1.49M Sell
30,497
-3,492
-10% -$172K 0.01% 1321
2023
Q2 		$1.68M Buy
33,989
+10,811
+47% +$536K 0.01% 1278
2023
Q1 		$1.15M Buy
23,178
+5,340
+30% +$265K 0.01% 1480
2022
Q4 		$879K Sell
17,838
-1,311
-7% -$64.3K ﹤0.01% 1604
2022
Q3 		$936K Buy
19,149
+287
+2% +$14.2K 0.01% 1524
2022
Q2 		$936K Buy
18,862
+5,160
+38% +$255K 0.01% 1526
2022
Q1 		$685K Sell
13,702
-891
-6% -$45.1K ﹤0.01% 1857
2021
Q4 		$748K Sell
14,593
-3,901
-21% -$200K ﹤0.01% 1779
2021
Q3 		$949K Sell
18,494
-1,290
-7% -$66.4K ﹤0.01% 1574
2021
Q2 		$1.02M Buy
19,784
+4,673
+31% +$240K ﹤0.01% 1521
2021
Q1 		$776K Buy
15,111
+523
+4% +$26.9K ﹤0.01% 1609
2020
Q4 		$751K Sell
14,588
-15,146
-51% -$777K ﹤0.01% 1490
2020
Q3 		$1.52M Buy
29,734
+2,902
+11% +$149K 0.01% 949
2020
Q2 		$1.37M Sell
26,832
-7,301
-21% -$370K 0.01% 948
2020
Q1 		$1.73M Buy
34,133
+9,843
+41% +$498K 0.02% 732
2019
Q4 		$1.23M Buy
24,290
+2,144
+10% +$109K 0.01% 1036
2019
Q3 		$1.12M Sell
22,146
-6,938
-24% -$352K 0.01% 1008
2019
Q2 		$1.47M Buy
29,084
+1
+0% +$50 0.01% 837
2019
Q1 		$1.47M Buy
29,083
+10,671
+58% +$534K 0.01% 848
2018
Q4 		$917K Buy
18,412
+1,077
+6% +$53.5K 0.01% 980
2018
Q3 		$862K Buy
17,335
+11,555
+200% +$576K 0.01% 1108
2018
Q2 		$289K Sell
5,780
-469
-8% -$23.3K ﹤0.01% 1757
2018
Q1 		$311K Sell
6,249
-1,246
-17% -$62.1K ﹤0.01% 1647
2017
Q4 		$374K Sell
7,495
-82
-1% -$4.12K ﹤0.01% 1497
2017
Q3 		$382K Sell
7,577
-391
-5% -$19.7K 0.01% 1400
2017
Q2 		$398K Sell
7,968
-189
-2% -$9.49K 0.01% 1341
2017
Q1 		$409K Sell
8,157
-30
-0.4% -$1.5K 0.01% 1178
2016
Q4 		$405K Sell
8,187
-39
-0.5% -$1.95K 0.01% 1122
2016
Q3 		$414K Buy
8,226
+4,242
+106% +$214K 0.01% 1135
2016
Q2 		$201K Buy
+3,984
New +$201K ﹤0.01% 1379

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors's SMMU Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 46% in Q1 2026, selling an estimated $677K and leaving 15,649 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #2380.

Cambridge Investment Research Advisors first reported a position in SMMU in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.63M in Q2 2024. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

  • Cambridge Investment Research Advisors held 15,649 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $789K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 13,362 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $677K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2380 holding.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2016 and has held it in 40 quarters since.
  • Cambridge Investment Research Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.63M in Q2 2024.
  • 195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.