Global Retirement Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Global Retirement 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	$700K	Buy	+13,861	New	+$699K	0.01%	883
2025 Q4	$783K	Sell	15,533 -332	-2%	-$16.8K	0.01%	741
2025 Q3	$802K	Sell	15,865 -460	-3%	-$23.2K	0.02%	608
2025 Q2	$819K	Buy	+16,325	New	+$814K	0.02%	555
2024 Q4	$4.83K	Hold	97	–	–	﹤0.01%	2695
2024 Q3	$4.9K	Hold	97	–	–	﹤0.01%	2571
2024 Q2	$4.84K	Sell	97 -181	-65%	-$9.01K	﹤0.01%	2628
2024 Q1	$13.9K	Hold	278	–	–	﹤0.01%	1971
2023 Q4	$13.9K	Hold	278	–	–	﹤0.01%	1925
2023 Q3	$13.6K	Hold	278	–	–	﹤0.01%	1825
2023 Q2	$13.8K	Hold	278	–	–	﹤0.01%	1841
2023 Q1	$13.8K	Buy	278 +47	+20%	+$2.33K	﹤0.01%	1792
2022 Q4	$11.4K	Sell	231 -559	-71%	-$27.4K	﹤0.01%	1731
2022 Q3	$38K	Sell	790 -5,650	-88%	-$280K	﹤0.01%	1129
2022 Q2	$320K	Sell	6,440 -653	-9%	-$32.3K	0.03%	447
2022 Q1	$351K	Buy	7,093 +25	+0.4%	+$1.26K	0.03%	422
2021 Q4	$362K	Buy	7,068 +7	+0.1%	+$359	0.28%	38
2021 Q3	$362K	Buy	7,061 +7	+0.1%	+$360	0.04%	353
2021 Q2	$363K	Buy	+7,054	New	+$363K	0.04%	352

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

Global Retirement Partners's SMMU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026: 13,861 shares worth $700K. The stake represents 0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SMMU as recently as Q4 2025.

Global Retirement Partners first reported a position in SMMU in Q2 2021 and has held it in 19 quarters since. The position peaked at $819K in Q2 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Global Retirement Partners held 13,861 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $700K as of Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new Global Retirement Partners position in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #883 holding.
Global Retirement Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2021 and has held it in 19 quarters since.
Global Retirement Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $819K in Q2 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.