Clarity Asset Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Clarity Asset Management’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
2025 Q2	–	Sell	-426	Closed	-$21.3K	–	264
2025 Q1	$21.3K	Buy	426 +3	+0.7%	+$150	0.01%	144
2024 Q4	$21.1K	Buy	423 +3	+0.7%	+$150	0.01%	139
2024 Q3	$21.2K	Buy	420 +19	+5%	+$953	0.01%	129
2024 Q2	$20K	Buy	401 +3	+0.8%	+$149	0.01%	126
2024 Q1	$19.9K	Buy	398 +30	+8%	+$1.5K	0.01%	133
2023 Q4	$18.4K	Buy	+368	New	+$18.2K	0.01%	135

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clarity Asset Management's SMMU Position: Q2 2025 in Review

Clarity Asset Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2025, closing a stake of 426 shares — an estimated $21.3K sold.

Clarity Asset Management first reported a position in SMMU in Q4 2023 and held it in 6 quarters. The position peaked at $21.3K in Q1 2025. 170 funds tracked by Wall St. Rank hold SMMU as of Q2 2025.

Clarity Asset Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Clarity Asset Management sold 426 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $21.3K.
Clarity Asset Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 6 quarters.
Clarity Asset Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $21.3K in Q1 2025.
170 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Clarity Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.