Evergreen Wealth Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Evergreen Wealth Partners’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	$379K	Sell	7,508 -3,410	-31%	-$172K	0.23%	58
2026 Q1	$551K	Buy	10,918 +75	+0.7%	+$3.8K	0.42%	39
2025 Q4	$547K	Buy	+10,843	New	+$547K	0.46%	36

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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

Evergreen Wealth Partners's SMMU Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 31% in Q2 2026, selling an estimated $172K and leaving 7,508 shares worth $379K. The position accounts for 0.23% of the portfolio, ranked #58.

Evergreen Wealth Partners first reported a position in SMMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $551K in Q1 2026. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Evergreen Wealth Partners held 7,508 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $379K as of Q2 2026.
Evergreen Wealth Partners sold 3,410 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $172K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.23% of Evergreen Wealth Partners's portfolio in Q2 2026, its #58 holding.
Evergreen Wealth Partners 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.
Evergreen Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $551K in Q1 2026.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.