Cyndeo Wealth Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Cyndeo Wealth Partners’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 Q4	–	Sell	-25,059	Closed	-$1.27M	–	502
2025 Q3	$1.27M	Buy	25,059 +2,811	+13%	+$142K	0.07%	204
2025 Q2	$1.12M	Sell	22,248 -15,130	-40%	-$754K	0.07%	213
2025 Q1	$1.87M	Buy	37,378 +6,830	+22%	+$342K	0.12%	168
2024 Q4	$1.52M	Sell	30,548 -3,953	-11%	-$198K	0.1%	184
2024 Q3	$1.74M	Sell	34,501 -1,735	-5%	-$87.1K	0.12%	174
2024 Q2	$1.81M	Buy	36,236 +5,603	+18%	+$279K	0.14%	168
2024 Q1	$1.53M	Sell	30,633 -2,784	-8%	-$139K	0.13%	171
2023 Q4	$1.67M	Buy	+33,417	New	+$1.65M	0.15%	156

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $72.6M AUM

Cyndeo Wealth Partners's SMMU Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2025, closing a stake of 25,059 shares — an estimated $1.27M sold.

Cyndeo Wealth Partners first reported a position in SMMU in Q4 2023 and held it in 8 quarters. The position peaked at $1.87M in Q1 2025. 185 funds tracked by Wall St. Rank hold SMMU as of Q4 2025.

Cyndeo Wealth Partners reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 25,059 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $1.27M.
Cyndeo Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 8 quarters.
Cyndeo Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.87M in Q1 2025.
185 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.