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

Cliff Asness’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
-6,063
Closed -$303K – 3388
2025
Q1 		$303K Hold
6,063
– – ﹤0.01% 2686
2024
Q4 		$302K Hold
6,063
– – ﹤0.01% 2487
2024
Q3 		$306K Buy
+6,063
New +$304K ﹤0.01% 2386

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cliff Asness's SMMU Position: Q2 2025 in Review

Cliff Asness sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2025, closing a stake of 6,063 shares — an estimated $303K sold.

Cliff Asness first reported a position in SMMU in Q3 2024 and held it in 3 quarters. The position peaked at $306K in Q3 2024. 170 funds tracked by Wall St. Rank hold SMMU as of Q2 2025.

  • Cliff Asness reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Cliff Asness sold 6,063 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $303K.
  • Cliff Asness first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 3 quarters.
  • Cliff Asness's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $306K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

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