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Farther Finance Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Farther Finance Advisors’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
Q3 		$2.25M Buy
45,463
+3,432
+8% +$172K 0.02% 712
2026
Q2 		$2.12M Buy
42,031
+7,474
+22% +$377K 0.02% 710
2026
Q1 		$1.74M Buy
34,557
+10,883
+46% +$551K 0.02% 715
2025
Q4 		$1.19M Buy
23,674
+6,929
+41% +$350K 0.01% 796
2025
Q3 		$847K Sell
16,745
-3,228
-16% -$163K 0.01% 811
2025
Q2 		$1M Buy
19,973
+1,041
+5% +$51.9K 0.02% 589
2025
Q1 		$946K Buy
18,932
+1,332
+8% +$66.6K 0.02% 529
2024
Q4 		$877K Sell
17,600
-2,988
-15% -$150K 0.03% 404
2024
Q3 		$1.04M Sell
20,588
-4,203
-17% -$211K 0.04% 341
2024
Q2 		$1.23M Buy
24,791
+13,569
+121% +$675K 0.06% 252
2024
Q1 		$559K Buy
+11,222
New +$561K 0.03% 371

Other funds holding SMMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors's SMMU Position: Q3 2026 in Review

Farther Finance Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 8.2% in Q3 2026, buying an estimated $172K and bringing the position to 45,463 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #712.

Farther Finance Advisors first reported a position in SMMU in Q1 2024 and has held it in 11 quarters since. 13 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Farther Finance Advisors held 45,463 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.25M as of Q3 2026.
  • Farther Finance Advisors bought 3,432 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $172K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #712 holding.
  • Farther Finance Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 11 quarters since.
  • 13 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.