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White Sand Wealth Management LLC’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

White Sand Wealth Management LLC’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 		$1.39M Buy
+28,162
New +$1.41M 1.01% 14

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

White Sand Wealth Management LLC's SMMU Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2026: 28,162 shares worth $1.39M. The stake represents 1.01% of the portfolio and ranks #14 among its holdings.

182 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • White Sand Wealth Management LLC held 28,162 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.39M as of Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new White Sand Wealth Management LLC position in Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 1.01% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #14 holding.
  • 182 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.