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 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

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 $1.32B AUM 23.07% 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 $320M AUM 21.88% 1-Year Est. Return

Equitable Trust's SMMU Position: Q2 2026 in Review

Equitable Trust increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 64% in Q2 2026, buying an estimated $184K and bringing the position to 9,291 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #333.

Equitable Trust first reported a position in SMMU in Q3 2018 and has held it in 8 quarters since. The position peaked at $491K in Q3 2018. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Equitable Trust held 9,291 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $469K as of Q2 2026.
Equitable Trust bought 3,640 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $184K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #333 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 8 quarters since.
Equitable Trust's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $491K in Q3 2018.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.