Garden State Investment Advisory Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Garden State Investment Advisory Services’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	$1.4M	Buy	+27,740	New	+$1.4M	0.25%	84
2025 Q1	–	Sell	-25,300	Closed	-$1.27M	–	314
2024 Q4	$1.27M	Buy	25,300 +31	+0.1%	+$1.55K	0.38%	59
2024 Q3	$1.28M	Sell	25,269 -1,273	-5%	-$63.9K	0.41%	56
2024 Q2	$1.32M	Sell	26,542 -1,931	-7%	-$96.1K	0.46%	48
2024 Q1	$1.42M	Sell	28,473 -1,738	-6%	-$86.9K	0.52%	45
2023 Q4	$1.52M	Buy	30,211 +277	+0.9%	+$13.7K	0.6%	37
2023 Q3	$1.47M	Sell	29,934 -3,816	-11%	-$188K	0.67%	31
2023 Q2	$1.67M	Sell	33,750 -351	-1%	-$17.4K	0.66%	29
2023 Q1	$1.7M	Buy	34,101 +1,524	+5%	+$75.6K	0.73%	26
2022 Q4	$1.61M	Buy	+32,577	New	+$1.6M	0.95%	20

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 $1.36B AUM 14.31% 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 $67.3B AUM 21.9% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Garden State Investment Advisory Services's SMMU Position: Q2 2026 in Review

Garden State Investment Advisory Services opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026: 27,740 shares worth $1.4M. The stake represents 0.25% of the portfolio and ranks #84 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in SMMU as recently as Q4 2024.

Garden State Investment Advisory Services first reported a position in SMMU in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.7M in Q1 2023. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Garden State Investment Advisory Services held 27,740 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.4M as of Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new Garden State Investment Advisory Services position in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.25% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #84 holding.
Garden State Investment Advisory Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 10 quarters since.
Garden State Investment Advisory Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.7M in Q1 2023.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.