Capital Asset Advisory Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Capital Asset Advisory Services’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	$8.53M	Buy	168,800 +23,429	+16%	+$1.19M	0.33%	42
2025 Q4	$7.35M	Buy	145,371 +27,783	+24%	+$1.4M	0.3%	46
2025 Q3	$5.95M	Buy	117,588 +21,129	+22%	+$1.06M	0.26%	51
2025 Q2	$4.83M	Buy	96,459 +21,918	+29%	+$1.09M	0.23%	56
2025 Q1	$3.73M	Buy	74,541 +11,778	+19%	+$589K	0.19%	75
2024 Q4	$3.13M	Buy	62,763 +37,822	+152%	+$1.89M	0.15%	89
2024 Q3	$1.25M	Buy	+24,941	New	+$1.25M	0.06%	132

Other funds holding SMMU

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Capital Asset Advisory Services's SMMU Position: Q1 2026 in Review

Capital Asset Advisory Services increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 16% in Q1 2026, buying an estimated $1.19M and bringing the position to 168,800 shares worth $8.53M. The position accounts for 0.33% of the portfolio, ranked #42.

Capital Asset Advisory Services first reported a position in SMMU in Q3 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Capital Asset Advisory Services held 168,800 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $8.53M as of Q1 2026.
Capital Asset Advisory Services bought 23,429 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.19M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.33% of Capital Asset Advisory Services's portfolio in Q1 2026, its #42 holding.
Capital Asset Advisory Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.