Ehrlich Financial Group
SMMU icon

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

Ehrlich Financial Group’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
Q3 		$1.33M Buy
26,940
+20
+0.1% +$1K 0.69% 36
2026
Q2 		$1.36M Sell
26,920
-6,177
-19% -$312K 0.7% 38
2026
Q1 		$1.67M Sell
33,097
-3,000
-8% -$152K 0.96% 32
2025
Q4 		$1.82M Buy
36,097
+6,437
+22% +$325K 1.04% 28
2025
Q3 		$1.5M Sell
29,660
-1,021
-3% -$51.4K 0.89% 33
2025
Q2 		$1.54M Sell
30,681
-813
-3% -$40.5K 1% 29
2025
Q1 		$1.58M Sell
31,494
-2,647
-8% -$132K 1.15% 27
2024
Q4 		$1.7M Buy
34,141
+997
+3% +$49.9K 1.21% 23
2024
Q3 		$1.67M Buy
33,144
+22,138
+201% +$1.11M 1.19% 23
2024
Q2 		$549K Buy
11,006
+4,858
+79% +$242K 0.43% 45
2024
Q1 		$307K Buy
6,148
+489
+9% +$24.4K 0.26% 74
2023
Q4 		$283K Buy
+5,659
New +$279K 0.28% 75

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Ehrlich Financial Group's SMMU Position: Q3 2026 in Review

Ehrlich Financial Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.07% in Q3 2026, buying an estimated $1K and bringing the position to 26,940 shares worth $1.33M. The position accounts for 0.69% of the portfolio, ranked #36.

Ehrlich Financial Group first reported a position in SMMU in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q4 2025. 60 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Ehrlich Financial Group held 26,940 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.33M as of Q3 2026.
  • Ehrlich Financial Group bought 20 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $1K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.69% of Ehrlich Financial Group's portfolio in Q3 2026, its #36 holding.
  • Ehrlich Financial Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
  • Ehrlich Financial Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.82M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.