Creative Financial Designs’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Creative Financial Designs’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	$35.4K	Buy	701 +5	+0.7%	+$252	﹤0.01%	1129
2026 Q1	$35.1K	Buy	696 +4	+0.6%	+$203	﹤0.01%	1024
2025 Q4	$34.9K	Buy	692 +70	+11%	+$3.53K	﹤0.01%	996
2025 Q3	$31.5K	Buy	622 +4	+0.6%	+$202	﹤0.01%	1011
2025 Q2	$31K	Buy	618 +4	+0.7%	+$199	﹤0.01%	1013
2025 Q1	$30.7K	Buy	614 +5	+0.8%	+$250	﹤0.01%	972
2024 Q4	$30.4K	Buy	609 +4	+0.7%	+$200	﹤0.01%	949
2024 Q3	$30.5K	Buy	+605	New	+$30.4K	﹤0.01%	926

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

Creative Financial Designs's SMMU Position: Q2 2026 in Review

Creative Financial Designs increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.72% in Q2 2026, buying an estimated $252 and bringing the position to 701 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Creative Financial Designs first reported a position in SMMU in Q3 2024 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Creative Financial Designs held 701 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $35.4K as of Q2 2026.
Creative Financial Designs bought 5 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $252.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1129 holding.
Creative Financial Designs first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.