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 Q3	$279K	Buy	5,645 +45	+0.8%	+$2.26K	0.16%	62
2026 Q2	$283K	Sell	5,600 -5,821	-51%	-$294K	0.16%	64
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Cedar Point Capital Partners's SMMU Position: Q3 2026 in Review

Cedar Point Capital Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.8% in Q3 2026, buying an estimated $2.26K and bringing the position to 5,645 shares worth $279K. The position accounts for 0.16% of the portfolio, ranked #62.

Cedar Point Capital Partners first reported a position in SMMU in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.34M in Q1 2025. 126 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Cedar Point Capital Partners held 5,645 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $279K as of Q3 2026.
Cedar Point Capital Partners bought 45 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $2.26K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.16% of Cedar Point Capital Partners's portfolio in Q3 2026, its #62 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 12 quarters since.
Cedar Point Capital Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $3.34M in Q1 2025.
126 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Cedar Point Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.