Founders Grove Wealth Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Founders Grove Wealth Partners’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 Q2	$2.07M	Buy	40,993 +9,023	+28%	+$455K	0.41%	55
2026 Q1	$1.61M	Buy	31,970 +400	+1%	+$20.3K	0.37%	59
2025 Q4	$1.59M	Buy	31,570 +14,059	+80%	+$710K	0.36%	57
2025 Q3	$886K	Sell	17,511 -2,524	-13%	-$127K	0.21%	81
2025 Q2	$1.01M	Hold	20,035	–	–	0.25%	72
2025 Q1	$1M	Buy	20,035 +4,977	+33%	+$249K	0.28%	70
2024 Q4	$750K	Buy	+15,058	New	+$754K	0.22%	78

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $1.32B AUM 23.07% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Founders Grove Wealth Partners's SMMU Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 28% in Q2 2026, buying an estimated $455K and bringing the position to 40,993 shares worth $2.07M. The position accounts for 0.41% of the portfolio, ranked #55.

Founders Grove Wealth Partners first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Founders Grove Wealth Partners held 40,993 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.07M as of Q2 2026.
Founders Grove Wealth Partners bought 9,023 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $455K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.41% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #55 holding.
Founders Grove Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.