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

Envestnet Portfolio 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	$317K	Buy	6,279 +1,038	+20%	+$52.3K	﹤0.01%	1161
2026 Q1	$264K	Buy	5,241 +99	+2%	+$5.01K	﹤0.01%	1165
2025 Q4	$259K	Hold	5,142	–	–	﹤0.01%	1355
2025 Q3	$260K	Sell	5,142 -288	-5%	-$14.5K	﹤0.01%	1314
2025 Q2	$272K	Sell	5,430 -887	-14%	-$44.2K	﹤0.01%	1384
2025 Q1	$316K	Sell	6,317 -736	-10%	-$36.8K	﹤0.01%	1260
2024 Q4	$352K	Hold	7,053	–	–	﹤0.01%	1424
2024 Q3	$356K	Sell	7,053 -11	-0.2%	-$552	﹤0.01%	1363
2024 Q2	$352K	Buy	+7,064	New	+$352K	﹤0.01%	1288

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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

Envestnet Portfolio Solutions's SMMU Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 20% in Q2 2026, buying an estimated $52.3K and bringing the position to 6,279 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Envestnet Portfolio Solutions first reported a position in SMMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $356K in Q3 2024. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Envestnet Portfolio Solutions held 6,279 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $317K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,038 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $52.3K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1161 holding.
Envestnet Portfolio Solutions first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $356K in Q3 2024.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.