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Equitable Holdings’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Equitable Holdings’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
Q1 		$1.93M Buy
38,223
+1,070
+3% +$54.2K 0.01% 740
2025
Q4 		$1.87M Buy
37,153
+7,152
+24% +$361K 0.01% 657
2025
Q3 		$1.52M Buy
30,001
+13,543
+82% +$682K 0.01% 708
2025
Q2 		$826K Buy
16,458
+2,806
+21% +$140K 0.01% 850
2025
Q1 		$683K Buy
13,652
+683
+5% +$34.2K 0.01% 829
2024
Q4 		$646K Sell
12,969
-1,195
-8% -$59.9K 0.01% 805
2024
Q3 		$715K Buy
14,164
+3,226
+29% +$162K 0.01% 776
2024
Q2 		$545K Sell
10,938
-7,109
-39% -$354K 0.01% 806
2024
Q1 		$901K Buy
18,047
+2,975
+20% +$149K 0.01% 642
2023
Q4 		$754K Sell
15,072
-775
-5% -$38.3K 0.01% 649
2023
Q3 		$776K Sell
15,847
-1,001
-6% -$49.4K 0.01% 610
2023
Q2 		$834K Buy
16,848
+11,916
+242% +$591K 0.01% 560
2023
Q1 		$246K Buy
4,932
+419
+9% +$20.8K ﹤0.01% 855
2022
Q4 		$222K Sell
4,513
-488
-10% -$23.9K ﹤0.01% 821
2022
Q3 		$244K Buy
+5,001
New +$248K ﹤0.01% 746

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Equitable Holdings's SMMU Position: Q1 2026 in Review

Equitable Holdings increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 2.9% in Q1 2026, buying an estimated $54.2K and bringing the position to 38,223 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #740.

Equitable Holdings first reported a position in SMMU in Q3 2022 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

  • Equitable Holdings held 38,223 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.93M as of Q1 2026.
  • Equitable Holdings bought 1,070 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $54.2K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #740 holding.
  • Equitable Holdings first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 15 quarters since.
  • 195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.