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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
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ehrlich Financial Group's SMMU Position: Q2 2026 in Review

Ehrlich Financial Group reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 19% in Q2 2026, selling an estimated $312K and leaving 26,920 shares worth $1.36M. The position accounts for 0.7% of the portfolio, ranked #38.

Ehrlich Financial Group first reported a position in SMMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q4 2025. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Ehrlich Financial Group held 26,920 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.36M as of Q2 2026.
  • Ehrlich Financial Group sold 6,177 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $312K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.7% of Ehrlich Financial Group's portfolio in Q2 2026, its #38 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 11 quarters since.
  • Ehrlich Financial Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.82M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.