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

Equitable Trust’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	$459K	Hold	9,291	–	–	0.02%	323
2026 Q2	$469K	Buy	9,291 +3,640	+64%	+$184K	0.02%	333
2026 Q1	$285K	Sell	5,651 -27	-0.5%	-$1.37K	0.01%	412
2025 Q4	$286K	Buy	5,678 +71	+1%	+$3.58K	0.01%	395
2025 Q3	$284K	Sell	5,607 -6	-0.1%	-$302	0.01%	392
2025 Q2	$282K	Buy	5,613 +74	+1%	+$3.69K	0.01%	387
2025 Q1	$277K	Buy	5,539 +95	+2%	+$4.75K	0.02%	414
2024 Q4	$271K	Buy	+5,444	New	+$273K	0.02%	427
2018 Q4	–	Sell	-9,868	Closed	-$491K	–	286
2018 Q3	$491K	Buy	+9,868	New	+$492K	0.06%	203

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Equitable Trust's SMMU Position: Q3 2026 in Review

Equitable Trust held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q3 2026 at 9,291 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #323.

Equitable Trust first reported a position in SMMU in Q3 2018 and has held it in 9 quarters since. The position peaked at $491K in Q3 2018. 38 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Equitable Trust held 9,291 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $459K as of Q3 2026.
Equitable Trust left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #323 holding.
Equitable Trust first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2018 and has held it in 9 quarters since.
Equitable Trust's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $491K in Q3 2018.
38 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.