Capital Analysts LLC’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Capital Analysts LLC’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	$124K	Buy	2,452 +915	+60%	+$46.1K	﹤0.01%	784
2026 Q1	$78K	Buy	+1,537	New	+$77.9K	﹤0.01%	858
2021 Q1	–	Sell	-502	Closed	-$26K	–	1098
2020 Q4	$26K	Buy	502 +2	+0.4%	+$103	﹤0.01%	484
2020 Q3	$26K	Buy	+500	New	+$25.6K	﹤0.01%	474
2019 Q1	–	Sell	-1,442	Closed	-$72K	–	683
2018 Q4	$72K	Buy	+1,442	New	+$71.6K	0.01%	266

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

Capital Analysts LLC's SMMU Position: Q2 2026 in Review

Capital Analysts LLC increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 60% in Q2 2026, buying an estimated $46.1K and bringing the position to 2,452 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Capital Analysts LLC first reported a position in SMMU in Q4 2018 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Capital Analysts LLC held 2,452 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $124K as of Q2 2026.
Capital Analysts LLC bought 915 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $46.1K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #784 holding.
Capital Analysts LLC first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2018 and has held it in 5 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.