Harbor Asset Planning
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Harbor Asset Planning’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Harbor Asset Planning’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 		$35.3K Buy
715
+5
+0.7% +$251 0.03% 257
2026
Q2 		$35.9K Buy
710
+5
+0.7% +$252 0.03% 257
2026
Q1 		$35.6K Buy
705
+5
+0.7% +$253 0.03% 241
2025
Q4 		$35.3K Buy
700
+5
+0.7% +$252 0.03% 233
2025
Q3 		$35.1K Buy
695
+5
+0.7% +$252 0.03% 222
2025
Q2 		$34.6K Buy
+690
New +$34.4K 0.03% 216

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TD Capital Management
TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
Kelman-Lazarov Inc
Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Websterrogers Financial Advisors
Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Harbor Asset Planning's SMMU Position: Q3 2026 in Review

Harbor Asset Planning increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.7% in Q3 2026, buying an estimated $251 and bringing the position to 715 shares worth $35.3K. The position accounts for 0.03% of the portfolio, ranked #257.

Harbor Asset Planning first reported a position in SMMU in Q2 2025 and has held it in 6 quarters since. The position peaked at $35.9K in Q2 2026. 134 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Harbor Asset Planning held 715 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $35.3K as of Q3 2026.
  • Harbor Asset Planning bought 5 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $251.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Harbor Asset Planning's portfolio in Q3 2026, its #257 holding.
  • Harbor Asset Planning first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $35.9K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.