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

GeoWealth 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
2026 Q2	$2.44M	Buy	48,266 +24,282	+101%	+$1.22M	0.08%	153
2026 Q1	$1.21M	Buy	+23,984	New	+$1.21M	0.04%	242
2025 Q1	–	Sell	-641	Closed	-$31.9K	–	1706
2024 Q4	$31.9K	Buy	641 +136	+27%	+$6.81K	﹤0.01%	1278
2024 Q3	$25.5K	Buy	+505	New	+$25.3K	﹤0.01%	1237
2024 Q2	–	Sell	-502	Closed	-$25.1K	–	940
2024 Q1	$25.1K	Sell	502 -854	-63%	-$42.7K	﹤0.01%	821
2023 Q4	$68K	Buy	1,356 +115	+9%	+$5.68K	0.01%	610
2023 Q3	$61K	Buy	1,241 +520	+72%	+$25.7K	0.01%	379
2023 Q2	$36K	Buy	+721	New	+$35.7K	﹤0.01%	343

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

GeoWealth Management's SMMU Position: Q2 2026 in Review

GeoWealth Management increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 101% in Q2 2026, buying an estimated $1.22M and bringing the position to 48,266 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #153.

GeoWealth Management first reported a position in SMMU in Q2 2023 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

GeoWealth Management held 48,266 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.44M as of Q2 2026.
GeoWealth Management bought 24,282 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.22M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.08% of GeoWealth Management's portfolio in Q2 2026, its #153 holding.
GeoWealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2023 and has held it in 8 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.