Commonwealth Equity Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Commonwealth Equity 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 Q1	$2.93M	Buy	58,058 +2,047	+4%	+$104K	﹤0.01%	1711
2025 Q4	$2.82M	Buy	56,011 +5,272	+10%	+$266K	﹤0.01%	1721
2025 Q3	$2.57M	Buy	50,739 +7,416	+17%	+$374K	﹤0.01%	1810
2025 Q2	$2.17M	Buy	43,323 +1,149	+3%	+$57.3K	﹤0.01%	1915
2025 Q1	$2.11M	Buy	42,174 +11,682	+38%	+$584K	﹤0.01%	1873
2024 Q4	$1.52M	Buy	30,492 +6,554	+27%	+$328K	﹤0.01%	2064
2024 Q3	$1.21M	Buy	23,938 +8,107	+51%	+$407K	﹤0.01%	2201
2024 Q2	$790K	Sell	15,831 -21,837	-58%	-$1.09M	﹤0.01%	2460
2024 Q1	$1.88M	Buy	37,668 +19,915	+112%	+$996K	﹤0.01%	1829
2023 Q4	$888K	Sell	17,753 -34,792	-66%	-$1.72M	﹤0.01%	2258
2023 Q3	$2.57M	Sell	52,545 -837	-2%	-$41.3K	0.01%	1443
2023 Q2	$2.64M	Sell	53,382 -9,281	-15%	-$460K	0.01%	1440
2023 Q1	$3.12K	Buy	62,663 +9,222	+17%	+$457K	0.01%	1270
2022 Q4	$2.63M	Buy	53,441 +19,452	+57%	+$954K	0.01%	1315
2022 Q3	$1.66M	Buy	33,989 +8,508	+33%	+$422K	﹤0.01%	1552
2022 Q2	$1.26M	Sell	25,481 -452	-2%	-$22.4K	﹤0.01%	1711
2022 Q1	$1.3M	Buy	25,933 +2,805	+12%	+$142K	﹤0.01%	1799
2021 Q4	$1.18M	Sell	23,128 -1,269	-5%	-$65K	﹤0.01%	1865
2021 Q3	$1.25M	Buy	24,397 +1,720	+8%	+$88.5K	﹤0.01%	1755
2021 Q2	$1.17M	Buy	22,677 +7,166	+46%	+$369K	﹤0.01%	1804
2021 Q1	$796K	Buy	15,511 +3,100	+25%	+$159K	﹤0.01%	1966
2020 Q4	$638K	Sell	12,411 -296	-2%	-$15.2K	﹤0.01%	1971
2020 Q3	$651K	Sell	12,707 -847	-6%	-$43.4K	﹤0.01%	1782
2020 Q2	$692K	Sell	13,554 -9,947	-42%	-$504K	﹤0.01%	1655
2020 Q1	$1.19M	Buy	23,501 +65	+0.3%	+$3.29K	0.01%	1163
2019 Q4	$1.19M	Buy	23,436 +2,071	+10%	+$105K	﹤0.01%	1313
2019 Q3	$1.08M	Buy	21,365 +666	+3%	+$33.8K	﹤0.01%	1320
2019 Q2	$1.05M	Sell	20,699 -1,431	-6%	-$72K	﹤0.01%	1317
2019 Q1	$1.11M	Sell	22,130 -165	-0.7%	-$8.25K	0.01%	1241
2018 Q4	$1.11M	Sell	22,295 -7,457	-25%	-$370K	0.01%	1146
2018 Q3	$1.48M	Sell	29,752 -4,421	-13%	-$221K	0.01%	1084
2018 Q2	$1.71M	Buy	34,173 +1,053	+3%	+$52.4K	0.01%	990
2018 Q1	$1.65M	Sell	33,120 -1,977	-6%	-$98.6K	0.01%	981
2017 Q4	$1.75M	Buy	35,097 +28	+0.1%	+$1.41K	0.01%	922
2017 Q3	$1.77M	Buy	35,069 +27	+0.1%	+$1.36K	0.01%	864
2017 Q2	$1.75M	Buy	35,042 +25	+0.1%	+$1.25K	0.01%	847
2017 Q1	$1.75M	Buy	+35,017	New	+$1.75M	0.01%	810
2014 Q2	–	Sell	-4,605	Closed	-$232K	–	2092
2014 Q1	$232K	Sell	4,605 -588	-11%	-$29.6K	﹤0.01%	1655
2013 Q4	$261K	Hold	5,193	–	–	﹤0.01%	1537
2013 Q3	$260K	Buy	5,193 +1	+0%	+$50	﹤0.01%	1455
2013 Q2	$261K	Buy	+5,192	New	+$262K	﹤0.01%	1396

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

Commonwealth Equity Services's SMMU Position: Q1 2026 in Review

Commonwealth Equity Services increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 3.7% in Q1 2026, buying an estimated $104K and bringing the position to 58,058 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Commonwealth Equity Services first reported a position in SMMU in Q2 2013 and has held it in 41 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Commonwealth Equity Services held 58,058 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.93M as of Q1 2026.
Commonwealth Equity Services bought 2,047 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $104K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1711 holding.
Commonwealth Equity Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2013 and has held it in 41 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.