Cedar Point Capital Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Cedar Point Capital Partners’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	$576K	Sell	11,421 -44,966	-80%	-$2.28M	0.37%	43
2025 Q4	$2.84M	Sell	56,387 -6,676	-11%	-$337K	1.82%	16
2025 Q3	$3.19M	Buy	63,063 +1,060	+2%	+$53.4K	2.09%	14
2025 Q2	$3.11M	Sell	62,003 -4,799	-7%	-$239K	2.19%	14
2025 Q1	$3.34M	Buy	66,802 +1,823	+3%	+$91.2K	2.24%	14
2024 Q4	$3.24M	Buy	64,979 +4,270	+7%	+$214K	2.19%	15
2024 Q3	$3.07M	Buy	60,709 +985	+2%	+$49.4K	2.11%	17
2024 Q2	$2.98M	Sell	59,724 -2,543	-4%	-$127K	2.23%	15
2024 Q1	$3.11M	Buy	62,267 +4,002	+7%	+$200K	2.36%	14
2023 Q4	$2.91M	Buy	+58,265	New	+$2.88M	2.41%	14

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 $320M AUM 21.88% 1-Year Est. Return

Cedar Point Capital Partners's SMMU Position: Q1 2026 in Review

Cedar Point Capital Partners reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 80% in Q1 2026, selling an estimated $2.28M and leaving 11,421 shares worth $576K. The position accounts for 0.37% of the portfolio, ranked #43.

Cedar Point Capital Partners first reported a position in SMMU in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.34M in Q1 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Cedar Point Capital Partners held 11,421 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $576K as of Q1 2026.
Cedar Point Capital Partners sold 44,966 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $2.28M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.37% of Cedar Point Capital Partners's portfolio in Q1 2026, its #43 holding.
Cedar Point Capital Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Cedar Point Capital Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $3.34M in Q1 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.