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

Golden State 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
2026 Q2	$808K	Buy	16,001 +393	+3%	+$19.8K	0.07%	214
2026 Q1	$787K	Buy	15,608 +17	+0.1%	+$861	0.09%	190
2025 Q4	$786K	Buy	15,591 +280	+2%	+$14.1K	0.08%	187
2025 Q3	$774K	Buy	15,311 +279	+2%	+$14.1K	0.09%	182
2025 Q2	$754K	Buy	15,032 +781	+5%	+$38.9K	0.09%	173
2025 Q1	$713K	Buy	14,251 +513	+4%	+$25.7K	0.11%	157
2024 Q4	$685K	Buy	+13,738	New	+$688K	0.1%	160

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

Golden State Wealth Management's SMMU Position: Q2 2026 in Review

Golden State Wealth Management increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 2.5% in Q2 2026, buying an estimated $19.8K and bringing the position to 16,001 shares worth $808K. The position accounts for 0.07% of the portfolio, ranked #214.

Golden State Wealth Management 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.

Golden State Wealth Management held 16,001 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $808K as of Q2 2026.
Golden State Wealth Management bought 393 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $19.8K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #214 holding.
Golden State Wealth Management 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.