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

Fortress Wealth 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 Q3	$304K	Buy	6,021 +42	+0.7%	+$2.12K	0.14%	63
2025 Q2	$300K	Buy	5,979 +40	+0.7%	+$1.99K	0.14%	63
2025 Q1	$297K	Sell	5,939 -9,511	-62%	-$476K	0.15%	59
2024 Q4	$770K	Buy	+15,450	New	+$774K	0.37%	43

Other funds holding SMMU

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

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

SFGP

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Fortress Wealth Management's SMMU Position: Q3 2025 in Review

Fortress Wealth Management increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.7% in Q3 2025, buying an estimated $2.12K and bringing the position to 6,021 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #63.

Fortress Wealth Management first reported a position in SMMU in Q4 2024 and has held it in 4 quarters since. The position peaked at $770K in Q4 2024. 177 funds tracked by Wall St. Rank hold SMMU as of Q3 2025.

Fortress Wealth Management held 6,021 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $304K as of Q3 2025.
Fortress Wealth Management bought 42 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $2.12K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.14% of Fortress Wealth Management's portfolio in Q3 2025, its #63 holding.
Fortress Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 4 quarters since.
Fortress Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $770K in Q4 2024.
177 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.