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

Family Management’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
2025 Q4	–	Sell	-7,095	Closed	-$359K	–	315
2025 Q3	$359K	Buy	7,095 +2,469	+53%	+$124K	0.05%	147
2025 Q2	$232K	Buy	+4,626	New	+$231K	0.03%	166

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $72.6M AUM

Family Management's SMMU Position: Q4 2025 in Review

Family Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2025, closing a stake of 7,095 shares — an estimated $359K sold.

Family Management first reported a position in SMMU in Q2 2025 and held it in 2 quarters. The position peaked at $359K in Q3 2025. 185 funds tracked by Wall St. Rank hold SMMU as of Q4 2025.

Family Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Family Management sold 7,095 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $359K.
Family Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and held it in 2 quarters.
Family Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $359K in Q3 2025.
185 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.