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Essex Savings Bank’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Essex Savings Bank’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 		$400K Buy
7,928
+1,978
+33% +$99.8K 0.09% 193
2026
Q1 		$300K Hold
5,950
– – 0.07% 223
2025
Q4 		$300K Buy
+5,950
New +$300K 0.07% 229

Other funds holding SMMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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 $320M AUM 21.88% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $72.6M AUM
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Essex Savings Bank's SMMU Position: Q2 2026 in Review

Essex Savings Bank increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 33% in Q2 2026, buying an estimated $99.8K and bringing the position to 7,928 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #193.

Essex Savings Bank first reported a position in SMMU in Q4 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Essex Savings Bank held 7,928 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $400K as of Q2 2026.
  • Essex Savings Bank bought 1,978 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $99.8K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.09% of Essex Savings Bank's portfolio in Q2 2026, its #193 holding.
  • Essex Savings Bank first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.