CVA Family Office’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

CVA Family Office’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 Q3	–	Sell	-2,588	Closed	-$130K	–	1338
2025 Q2	$130K	Hold	2,588	–	–	0.02%	364
2025 Q1	$129K	Hold	2,588	–	–	0.02%	351
2024 Q4	$129K	Buy	+2,588	New	+$130K	0.02%	344

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

CVA Family Office's SMMU Position: Q3 2025 in Review

CVA Family Office sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2025, closing a stake of 2,588 shares — an estimated $130K sold.

CVA Family Office first reported a position in SMMU in Q4 2024 and held it in 3 quarters. The position peaked at $130K in Q2 2025. 177 funds tracked by Wall St. Rank hold SMMU as of Q3 2025.

CVA Family Office reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
CVA Family Office sold 2,588 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $130K.
CVA Family Office first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and held it in 3 quarters.
CVA Family Office's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $130K in Q2 2025.
177 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on CVA Family Office's 13F filing for Q3 2025, filed 30 Oct 2025.