Certified Advisory Corp’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Certified Advisory Corp’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	$3.28M	Buy	65,011 +9,906	+18%	+$500K	0.26%	93
2026 Q1	$2.78M	Buy	55,105 +4,470	+9%	+$226K	0.25%	98
2025 Q4	$2.55M	Buy	50,635 +1,088	+2%	+$54.9K	0.23%	102
2025 Q3	$2.51M	Buy	49,547 +2,534	+5%	+$128K	0.24%	101
2025 Q2	$2.36M	Buy	47,013 +1,357	+3%	+$67.6K	0.25%	100
2025 Q1	$2.28M	Sell	45,656 -726	-2%	-$36.3K	0.26%	100
2024 Q4	$2.31M	Buy	46,382 +4,397	+10%	+$220K	0.25%	99
2024 Q3	$2.12M	Sell	41,985 -4,918	-10%	-$247K	0.23%	106
2024 Q2	$2.34M	Buy	46,903 +195	+0.4%	+$9.71K	0.29%	93
2024 Q1	$2.33M	Buy	46,708 +2,787	+6%	+$139K	0.33%	87
2023 Q4	$2.2M	Buy	43,921 +470	+1%	+$23.2K	0.33%	88
2023 Q3	$2.13M	Sell	43,451 -2,688	-6%	-$133K	0.39%	79
2023 Q2	$2.29M	Buy	46,139 +1,129	+3%	+$56K	0.42%	72
2023 Q1	$2.24M	Buy	45,010 +16,484	+58%	+$818K	0.4%	76
2022 Q4	$1.41M	Buy	28,526 +9,077	+47%	+$445K	0.28%	93
2022 Q3	$950K	Buy	+19,449	New	+$964K	0.22%	110

Other funds holding SMMU

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Certified Advisory Corp's SMMU Position: Q2 2026 in Review

Certified Advisory Corp increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 18% in Q2 2026, buying an estimated $500K and bringing the position to 65,011 shares worth $3.28M. The position accounts for 0.26% of the portfolio, ranked #93.

Certified Advisory Corp first reported a position in SMMU in Q3 2022 and has held it in 16 quarters since. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Certified Advisory Corp held 65,011 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.28M as of Q2 2026.
Certified Advisory Corp bought 9,906 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $500K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.26% of Certified Advisory Corp's portfolio in Q2 2026, its #93 holding.
Certified Advisory Corp first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.