CFS Investment Advisory Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

CFS Investment Advisory Services’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	$2.86M	Sell	56,772 -191	-0.3%	-$9.63K	0.19%	100
2026 Q1	$2.88M	Sell	56,963 -2,190	-4%	-$111K	0.2%	100
2025 Q4	$2.98M	Sell	59,153 -844	-1%	-$42.6K	0.22%	93
2025 Q3	$3.03M	Sell	59,997 -165	-0.3%	-$8.31K	0.23%	83
2025 Q2	$3.02M	Buy	+60,162	New	+$3M	0.25%	84

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFGP

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWM

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

CFS Investment Advisory Services's SMMU Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.34% in Q2 2026, selling an estimated $9.63K and leaving 56,772 shares worth $2.86M. The position accounts for 0.19% of the portfolio, ranked #100.

CFS Investment Advisory Services first reported a position in SMMU in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.03M in Q3 2025. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

CFS Investment Advisory Services held 56,772 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.86M as of Q2 2026.
CFS Investment Advisory Services sold 191 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $9.63K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.19% of CFS Investment Advisory Services's portfolio in Q2 2026, its #100 holding.
CFS Investment Advisory Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
CFS Investment Advisory Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $3.03M in Q3 2025.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.