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

Dynasty Wealth Management’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	-791,572	Closed	-$40M	–	347
2025 Q3	$40M	Buy	+791,572	New	+$39.9M	0.53%	35
2025 Q2	–	Sell	-433,325	Closed	-$21.7M	–	252
2025 Q1	$21.7M	Buy	433,325 +308,181	+246%	+$15.4M	0.36%	40
2024 Q4	$6.24M	Buy	+125,144	New	+$6.27M	0.11%	55
2024 Q3	–	Sell	-37,558	Closed	-$1.87M	–	259
2024 Q2	$1.87M	Buy	37,558 +31,264	+497%	+$1.56M	0.06%	81
2024 Q1	$314K	Buy	+6,294	New	+$315K	0.01%	224

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 $1.32B AUM 23.07% 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

Dynasty Wealth Management's SMMU Position: Q4 2025 in Review

Dynasty Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2025, closing a stake of 791,572 shares — an estimated $40M sold.

Dynasty Wealth Management first reported a position in SMMU in Q1 2024 and held it in 5 quarters. The position peaked at $40M in Q3 2025. 185 funds tracked by Wall St. Rank hold SMMU as of Q4 2025.

Dynasty Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Dynasty Wealth Management sold 791,572 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $40M.
Dynasty Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2024 and held it in 5 quarters.
Dynasty Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $40M in Q3 2025.
185 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Dynasty Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.