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 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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gradient Investments's SMMU Position: Q2 2026 in Review

Gradient Investments increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 3.9% in Q2 2026, buying an estimated $11.5K and bringing the position to 6,029 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Gradient Investments first reported a position in SMMU in Q3 2022 and has held it in 14 quarters since. The position peaked at $436K in Q4 2025. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Gradient Investments held 6,029 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $304K as of Q2 2026.
Gradient Investments bought 228 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $11.5K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #411 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 14 quarters since.
Gradient Investments's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $436K in Q4 2025.
33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.