Gradient Investments
SMMU icon

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

Gradient Investments’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
Q3 		$212K Sell
4,290
-1,739
-29% -$87.2K ﹤0.01% 449
2026
Q2 		$304K Buy
6,029
+228
+4% +$11.5K ﹤0.01% 411
2026
Q1 		$293K Sell
5,801
-2,849
-33% -$144K ﹤0.01% 383
2025
Q4 		$436K Buy
8,650
+555
+7% +$28K 0.01% 285
2025
Q3 		$409K Buy
8,095
+3,824
+90% +$193K 0.01% 311
2025
Q2 		$214K Buy
+4,271
New +$213K ﹤0.01% 350
2024
Q4 		– Sell
-4,091
Closed -$207K – 325
2024
Q3 		$207K Buy
4,091
+159
+4% +$7.98K ﹤0.01% 292
2024
Q2 		$196K Buy
3,932
+38
+1% +$1.89K ﹤0.01% 325
2024
Q1 		$194K Buy
3,894
+45
+1% +$2.25K ﹤0.01% 297
2023
Q4 		$193K Sell
3,849
-41
-1% -$2.02K ﹤0.01% 342
2023
Q3 		$190K Buy
3,890
+790
+25% +$39K 0.01% 320
2023
Q2 		$154K Buy
3,100
+154
+5% +$7.63K ﹤0.01% 348
2023
Q1 		$147K Buy
2,946
+48
+2% +$2.38K ﹤0.01% 326
2022
Q4 		$143K Sell
2,898
-1,202
-29% -$59K ﹤0.01% 336
2022
Q3 		$200K Buy
+4,100
New +$203K 0.01% 285

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Gradient Investments's SMMU Position: Q3 2026 in Review

Gradient Investments reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 29% in Q3 2026, selling an estimated $87.2K and leaving 4,290 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Gradient Investments first reported a position in SMMU in Q3 2022 and has held it in 15 quarters since. The position peaked at $436K in Q4 2025. 60 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Gradient Investments held 4,290 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $212K as of Q3 2026.
  • Gradient Investments sold 1,739 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $87.2K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #449 holding.
  • Gradient Investments first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2022 and has held it in 15 quarters since.
  • Gradient Investments's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $436K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.