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

Cyr Financial’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 Q2	–	Sell	-7,554	Closed	-$378K	–	58
2025 Q1	$378K	Hold	7,554	–	–	0.34%	44
2024 Q4	$376K	Buy	7,554 +1,149	+18%	+$57.5K	0.34%	43
2024 Q3	$323K	Buy	+6,405	New	+$321K	0.3%	41

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

SWP

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cyr Financial's SMMU Position: Q2 2025 in Review

Cyr Financial sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2025, closing a stake of 7,554 shares — an estimated $378K sold.

Cyr Financial first reported a position in SMMU in Q3 2024 and held it in 3 quarters. The position peaked at $378K in Q1 2025. 170 funds tracked by Wall St. Rank hold SMMU as of Q2 2025.

Cyr Financial reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Cyr Financial sold 7,554 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $378K.
Cyr Financial first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and held it in 3 quarters.
Cyr Financial's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $378K in Q1 2025.
170 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Cyr Financial's 13F filing for Q2 2025, filed 17 Jul 2025.