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 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 $1.66T 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 $320M AUM 21.88% 1-Year Est. Return

Creative Financial Designs's SMMU Position: Q1 2026 in Review

Creative Financial Designs increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.58% in Q1 2026, buying an estimated $203 and bringing the position to 696 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Creative Financial Designs first reported a position in SMMU in Q3 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Creative Financial Designs held 696 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $35.1K as of Q1 2026.
Creative Financial Designs bought 4 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $203.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1024 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 7 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 Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.