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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Trust's SMMU Position: Q1 2026 in Review

Equitable Trust reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.48% in Q1 2026, selling an estimated $1.37K and leaving 5,651 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #412.

Equitable Trust first reported a position in SMMU in Q3 2018 and has held it in 7 quarters since. The position peaked at $491K in Q3 2018. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Equitable Trust held 5,651 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $285K as of Q1 2026.
Equitable Trust sold 27 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.37K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #412 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 7 quarters since.
Equitable Trust's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $491K in Q3 2018.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.