Great Valley Advisor Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Great Valley Advisor Group’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	$2.16M	Buy	42,801 +5,981	+16%	+$302K	0.03%	380
2026 Q1	$1.86M	Sell	36,820 -1,601	-4%	-$81.1K	0.03%	391
2025 Q4	$1.94M	Buy	38,421 +3,381	+10%	+$171K	0.04%	346
2025 Q3	$1.77M	Sell	35,040 -4,676	-12%	-$236K	0.04%	360
2025 Q2	$1.99M	Buy	+39,716	New	+$1.98M	0.04%	319

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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

Great Valley Advisor Group's SMMU Position: Q2 2026 in Review

Great Valley Advisor Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 16% in Q2 2026, buying an estimated $302K and bringing the position to 42,801 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #380.

Great Valley Advisor Group first reported a position in SMMU in Q2 2025 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Great Valley Advisor Group held 42,801 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.16M as of Q2 2026.
Great Valley Advisor Group bought 5,981 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $302K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #380 holding.
Great Valley Advisor Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.