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

Cerity 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 		$2.35M Sell
47,620
-822
-2% -$41.2K ﹤0.01% 1532
2026
Q2 		$2.45M Sell
48,442
-4,391
-8% -$221K ﹤0.01% 1482
2026
Q1 		$2.67M Sell
52,833
-12,208
-19% -$618K ﹤0.01% 1321
2025
Q4 		$3.28M Sell
65,041
-8,165
-11% -$412K ﹤0.01% 1127
2025
Q3 		$3.7M Sell
73,206
-3,486
-5% -$176K 0.01% 1012
2025
Q2 		$3.85M Sell
76,692
-173,858
-69% -$8.67M 0.01% 932
2025
Q1 		$12.5M Sell
250,550
-36,806
-13% -$1.84M 0.03% 436
2024
Q4 		$14.3M Sell
287,356
-24,476
-8% -$1.23M 0.03% 392
2024
Q3 		$15.7M Buy
311,832
+42,245
+16% +$2.12M 0.03% 371
2024
Q2 		$13.4M Buy
269,587
+9,521
+4% +$474K 0.04% 354
2024
Q1 		$13M Sell
260,066
-11,929
-4% -$596K 0.03% 392
2023
Q4 		$13.6M Buy
271,995
+11,181
+4% +$552K 0.04% 317
2023
Q3 		$12.8M Buy
260,814
+13,282
+5% +$656K 0.06% 256
2023
Q2 		$12.3M Sell
247,532
-81,663
-25% -$4.05M 0.05% 321
2023
Q1 		$16.4M Sell
329,195
-35,714
-10% -$1.77M 0.04% 274
2022
Q4 		$18M Buy
364,909
+12,100
+3% +$594K 0.12% 183
2022
Q3 		$17.2M Sell
352,809
-6,645
-2% -$329K 0.21% 98
2022
Q2 		$17.8M Buy
+359,454
New +$17.8M 0.2% 109

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Cerity Partners's SMMU Position: Q3 2026 in Review

Cerity Partners reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.7% in Q3 2026, selling an estimated $41.2K and leaving 47,620 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Cerity Partners first reported a position in SMMU in Q2 2022 and has held it in 18 quarters since. The position peaked at $18M in Q4 2022. 182 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Cerity Partners held 47,620 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.35M as of Q3 2026.
  • Cerity Partners sold 822 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $41.2K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #1532 holding.
  • Cerity Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 18 quarters since.
  • Cerity Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $18M in Q4 2022.
  • 182 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.