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

Fidelity Investments’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 Q1	–	Sell	-1	Closed	-$50	–	5650
2024 Q4	$50	Buy	+1	New	+$50	﹤0.01%	5182
2023 Q4	–	Sell	-1	Closed	-$49	–	5627
2023 Q3	$49	Buy	+1	New	+$49	﹤0.01%	4934
2023 Q2	–	Sell	-1	Closed	-$50	–	5576
2023 Q1	$50	Buy	+1	New	+$50	﹤0.01%	4976
2022 Q4	–	Sell	-513	Closed	-$25K	–	5570
2022 Q3	$25K	Hold	513	–	–	﹤0.01%	3755
2022 Q2	$25K	Buy	+513	New	+$25.4K	﹤0.01%	3813

Other funds holding SMMU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Fidelity Investments's SMMU Position: Q1 2025 in Review

Fidelity Investments sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2025, closing a stake of 1 share — an estimated $50 sold.

Fidelity Investments first reported a position in SMMU in Q2 2022 and held it in 5 quarters. The position peaked at $25K in Q3 2022. 166 funds tracked by Wall St. Rank hold SMMU as of Q1 2025.

Fidelity Investments reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share in Q1 2025, an estimated $50.
Fidelity Investments first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and held it in 5 quarters.
Fidelity Investments's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $25K in Q3 2022.
166 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.