Dynamic Advisor Solutions’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Dynamic Advisor Solutions’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	$1.73M	Sell	34,165 -1,463	-4%	-$73.8K	0.05%	365
2026 Q1	$1.8M	Buy	35,628 +3,627	+11%	+$184K	0.06%	338
2025 Q4	$1.61M	Sell	32,001 -3,138	-9%	-$158K	0.05%	344
2025 Q3	$1.78M	Buy	35,139 +2,817	+9%	+$142K	0.05%	342
2025 Q2	$1.62M	Buy	32,322 +22	+0.1%	+$1.1K	0.05%	343
2025 Q1	$1.62M	Sell	32,300 -57	-0.2%	-$2.85K	0.05%	324
2024 Q4	$1.61M	Buy	32,357 +12,405	+62%	+$621K	0.07%	243
2024 Q3	$1.01M	Sell	19,952 -10,971	-35%	-$550K	0.03%	448
2024 Q2	$1.54M	Buy	30,923 +708	+2%	+$35.2K	0.05%	350
2024 Q1	$1.51M	Sell	30,215 -264	-0.9%	-$13.2K	0.05%	350
2023 Q4	$1.52M	Sell	30,479 -13,917	-31%	-$687K	0.06%	329
2023 Q3	$2.17M	Sell	44,396 -1,315	-3%	-$64.9K	0.1%	221
2023 Q2	$2.26M	Buy	45,711 +11,912	+35%	+$590K	0.12%	204
2023 Q1	$1.68M	Buy	33,799 +10,628	+46%	+$527K	0.1%	238
2022 Q4	$1.14M	Buy	23,171 +13,834	+148%	+$679K	0.08%	258
2022 Q3	$456K	Sell	9,337 -1,217	-12%	-$60.3K	0.03%	410
2022 Q2	$524K	Buy	+10,554	New	+$522K	0.04%	383

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

Dynamic Advisor Solutions's SMMU Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 4.1% in Q2 2026, selling an estimated $73.8K and leaving 34,165 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #365.

Dynamic Advisor Solutions first reported a position in SMMU in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.26M in Q2 2023. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Dynamic Advisor Solutions held 34,165 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.73M as of Q2 2026.
Dynamic Advisor Solutions sold 1,463 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $73.8K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.05% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #365 holding.
Dynamic Advisor Solutions first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
Dynamic Advisor Solutions's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.26M in Q2 2023.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.