Carson Wealth (CWM LLC)’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Carson Wealth (CWM 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 Q1	$40.2M	Buy	796,197 +85,033	+12%	+$4.31M	0.11%	181
2025 Q4	$35.9M	Buy	711,164 +23,696	+3%	+$1.2M	0.1%	188
2025 Q3	$34.8M	Buy	687,468 +147,082	+27%	+$7.41M	0.1%	171
2025 Q2	$27.1M	Sell	540,386 -161,478	-23%	-$8.05M	0.1%	183
2025 Q1	$35.1M	Buy	701,864 +787	+0.1%	+$39.4K	0.14%	142
2024 Q4	$34.9M	Sell	701,077 -35,963	-5%	-$1.8M	0.15%	131
2024 Q3	$37.2M	Sell	737,040 -35,724	-5%	-$1.79M	0.16%	123
2024 Q2	$38.5M	Sell	772,764 -83,410	-10%	-$4.15M	0.18%	115
2024 Q1	$42.7M	Buy	856,174 +3,108	+0.4%	+$155K	0.21%	93
2023 Q4	$42.7M	Sell	853,066 -69,644	-8%	-$3.44M	0.23%	87
2023 Q3	$45.2M	Sell	922,710 -43,118	-4%	-$2.13M	0.28%	71
2023 Q2	$47.8M	Sell	965,828 -76,055	-7%	-$3.77M	0.3%	65
2023 Q1	$51.9M	Sell	1,041,883 -198,802	-16%	-$9.86M	0.35%	54
2022 Q4	$61.2M	Sell	1,240,685 -250,229	-17%	-$12.3M	0.45%	46
2022 Q3	$72.8M	Buy	1,490,914 +264,026	+22%	+$13.1M	0.58%	34
2022 Q2	$60.9M	Buy	1,226,888 +246,385	+25%	+$12.2M	0.47%	44
2022 Q1	$49M	Sell	980,503 -42,283	-4%	-$2.14M	0.35%	51
2021 Q4	$52.4M	Buy	+1,022,786	New	+$52.4M	0.37%	49
2021 Q2	$57.4M	Hold	1,114,924	–	–	0.46%	40
2021 Q1	$57.4M	Hold	1,114,924	–	–	0.46%	40
2020 Q4	$57.4M	Hold	1,114,924	–	–	0.46%	40
2020 Q3	$57.4M	Hold	1,114,924	–	–	0.46%	40
2020 Q2	$57.4M	Hold	1,114,924	–	–	0.46%	40
2020 Q1	$57.4M	Hold	1,114,924	–	–	0.46%	40
2019 Q4	$57.4M	Hold	1,114,924	–	–	0.46%	40
2019 Q3	$57.4M	Hold	1,114,924	–	–	0.46%	40
2019 Q2	$57.4M	Hold	1,114,924	–	–	0.46%	40
2019 Q1	$57.4M	Buy	+1,114,924	New	+$55.8M	0.46%	40

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 $1.37T AUM 24.88% 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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMMU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 12% in Q1 2026, buying an estimated $4.31M and bringing the position to 796,197 shares worth $40.2M. The position accounts for 0.11% of the portfolio, ranked #181.

Carson Wealth (CWM LLC) first reported a position in SMMU in Q1 2019 and has held it in 28 quarters since. The position peaked at $72.8M in Q3 2022. 196 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Carson Wealth (CWM LLC) held 796,197 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $40.2M as of Q1 2026.
Carson Wealth (CWM LLC) bought 85,033 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $4.31M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.11% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #181 holding.
Carson Wealth (CWM LLC) first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2019 and has held it in 28 quarters since.
Carson Wealth (CWM LLC)'s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $72.8M in Q3 2022.
196 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.