Clear Point Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Clear Point Advisors’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 Q1	$347K	Sell	6,887 -572	-8%	-$29K	0.27%	61
2025 Q4	$376K	Sell	7,459 -124	-2%	-$6.26K	0.29%	90
2025 Q3	$383K	Sell	7,583 -172	-2%	-$8.67K	0.3%	87
2025 Q2	$389K	Buy	7,755 +50	+0.6%	+$2.49K	0.33%	79
2025 Q1	$385K	Buy	7,705 +48	+0.6%	+$2.4K	0.35%	75
2024 Q4	$382K	Buy	7,657 +4,124	+117%	+$207K	0.33%	77
2024 Q3	$178K	Sell	3,533 -988	-22%	-$49.6K	0.14%	114
2024 Q2	$225K	Sell	4,521 -367	-8%	-$18.3K	0.19%	100
2024 Q1	$224K	Sell	4,888 -277	-5%	-$13.8K	0.18%	101
2023 Q4	$258K	Buy	+5,165	New	+$255K	0.23%	86

Other funds holding SMMU

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

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

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

SFGP

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

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

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

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

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Clear Point Advisors's SMMU Position: Q1 2026 in Review

Clear Point Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 7.7% in Q1 2026, selling an estimated $29K and leaving 6,887 shares worth $347K. The position accounts for 0.27% of the portfolio, ranked #61.

Clear Point Advisors first reported a position in SMMU in Q4 2023 and has held it in 10 quarters since. The position peaked at $389K in Q2 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Clear Point Advisors held 6,887 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $347K as of Q1 2026.
Clear Point Advisors sold 572 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $29K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.27% of Clear Point Advisors's portfolio in Q1 2026, its #61 holding.
Clear Point Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $389K in Q2 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.