Crumly & Associates’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Crumly & Associates’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	$6.28M	Buy	124,280 +19,189	+18%	+$968K	1.2%	24
2026 Q1	$5.3M	Buy	105,091 +14,231	+16%	+$721K	1.11%	28
2025 Q4	$4.58M	Buy	90,860 +2,410	+3%	+$122K	0.96%	33
2025 Q3	$4.47M	Buy	88,450 +19,468	+28%	+$981K	0.98%	32
2025 Q2	$3.46M	Sell	68,982 -5,991	-8%	-$299K	0.84%	32
2025 Q1	$3.75M	Buy	74,973 +10,595	+16%	+$530K	1.04%	34
2024 Q4	$3.21M	Sell	64,378 -972	-1%	-$48.7K	0.87%	34
2024 Q3	$3.3M	Buy	65,350 +21,070	+48%	+$1.06M	0.91%	35
2024 Q2	$2.21M	Sell	44,280 -22,518	-34%	-$1.12M	0.64%	34
2024 Q1	$3.33M	Sell	66,798 -853	-1%	-$42.6K	0.88%	31
2023 Q4	$3.38M	Buy	67,651 +41,524	+159%	+$2.05M	0.98%	32
2023 Q3	$1.28M	Sell	26,127 -330	-1%	-$16.3K	0.5%	43
2023 Q2	$1.31M	Buy	26,457 +10,232	+63%	+$507K	0.52%	42
2023 Q1	$808K	Sell	16,225 -45,782	-74%	-$2.27M	0.35%	46
2022 Q4	$3.06M	Buy	62,007 +35,556	+134%	+$1.74M	1.15%	23
2022 Q3	$1.29M	Buy	26,451 +581	+2%	+$28.8K	0.53%	33
2022 Q2	$1.28M	Buy	25,870 +1,726	+7%	+$85.4K	0.53%	35
2022 Q1	$1.21M	Sell	24,144 -8,650	-26%	-$438K	0.45%	42
2021 Q4	$1.67M	Buy	32,794 +3,110	+10%	+$159K	0.66%	32
2021 Q3	$1.52M	Buy	29,684 +3,014	+11%	+$155K	0.71%	33
2021 Q2	$1.37M	Buy	26,670 +1,131	+4%	+$58.2K	0.66%	31
2021 Q1	$1.31M	Buy	25,539 +2,334	+10%	+$120K	0.77%	27
2020 Q4	$1.19M	Sell	23,205 -17,579	-43%	-$901K	0.84%	23
2020 Q3	$2.09M	Buy	40,784 +21,135	+108%	+$1.08M	1.79%	18
2020 Q2	$1M	Buy	19,649 +2,101	+12%	+$106K	0.94%	20
2020 Q1	$887K	Buy	17,548 +1,038	+6%	+$52.5K	1.09%	19
2019 Q4	$836K	Buy	+16,510	New	+$836K	0.87%	26

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 $1.32B AUM 23.07% 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 $320M AUM 21.88% 1-Year Est. Return

Crumly & Associates's SMMU Position: Q2 2026 in Review

Crumly & Associates increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 18% in Q2 2026, buying an estimated $968K and bringing the position to 124,280 shares worth $6.28M. The position accounts for 1.2% of the portfolio, ranked #24.

Crumly & Associates first reported a position in SMMU in Q4 2019 and has held it in 27 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Crumly & Associates held 124,280 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $6.28M as of Q2 2026.
Crumly & Associates bought 19,189 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $968K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 1.2% of Crumly & Associates's portfolio in Q2 2026, its #24 holding.
Crumly & Associates first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2019 and has held it in 27 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.