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CarsonAllaria Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

CarsonAllaria Wealth Management’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 		$3.83M Sell
75,773
-19,066
-20% -$962K 1.66% 16
2026
Q1 		$4.78M Sell
94,839
-2,268
-2% -$115K 2.36% 15
2025
Q4 		$4.9M Buy
97,107
+6,636
+7% +$335K 2.43% 15
2025
Q3 		$4.58M Sell
90,471
-4,721
-5% -$238K 2.38% 15
2025
Q2 		$4.78M Buy
95,192
+11,324
+14% +$564K 2.56% 13
2025
Q1 		$4.2M Sell
83,868
-18,106
-18% -$905K 2.43% 14
2024
Q4 		$5.08M Buy
101,974
+2,067
+2% +$104K 2.91% 9
2024
Q3 		$5.05M Sell
99,907
-4,627
-4% -$232K 2.89% 10
2024
Q2 		$5.21M Buy
104,534
+5,360
+5% +$267K 3.19% 9
2024
Q1 		$4.95M Sell
99,174
-27,113
-21% -$1.36M 3.11% 9
2023
Q4 		$6.32M Sell
126,287
-1,103
-0.9% -$54.5K 4.53% 7
2023
Q3 		$6.24M Buy
127,390
+3,286
+3% +$162K 5.07% 4
2023
Q2 		$6.15M Buy
124,104
+5,026
+4% +$249K 4.84% 4
2023
Q1 		$5.93M Sell
119,078
-7,690
-6% -$381K 5% 4
2022
Q4 		$6.25M Sell
126,768
-35,052
-22% -$1.72M 5.47% 4
2022
Q3 		$7.91M Buy
161,820
+20,078
+14% +$996K 7.34% 3
2022
Q2 		$7.04M Buy
141,742
+1,278
+0.9% +$63.3K 6.57% 4
2022
Q1 		$7.02M Buy
140,464
+7,506
+6% +$380K 6.28% 4
2021
Q4 		$6.81M Buy
+132,958
New +$6.81M 6.02% 4

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

CarsonAllaria Wealth Management's SMMU Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 20% in Q2 2026, selling an estimated $962K and leaving 75,773 shares worth $3.83M. The position accounts for 1.66% of the portfolio, ranked #16.

CarsonAllaria Wealth Management first reported a position in SMMU in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.91M in Q3 2022. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • CarsonAllaria Wealth Management held 75,773 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.83M as of Q2 2026.
  • CarsonAllaria Wealth Management sold 19,066 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $962K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 1.66% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #16 holding.
  • CarsonAllaria Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $7.91M in Q3 2022.
  • 201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.