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

Harbour 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
Q1 		$231K Sell
4,576
-1,092
-19% -$55.3K ﹤0.01% 1457
2025
Q4 		$286K Sell
5,668
-483
-8% -$24.4K 0.01% 1114
2025
Q3 		$311K Buy
6,151
+113
+2% +$5.69K 0.01% 1038
2025
Q2 		$303K Sell
6,038
-26
-0.4% -$1.3K 0.01% 991
2025
Q1 		$303K Buy
6,064
+529
+10% +$26.5K 0.01% 920
2024
Q4 		$276K Sell
5,535
-930
-14% -$46.6K 0.01% 899
2024
Q3 		$327K Buy
6,465
+1,022
+19% +$51.3K 0.01% 816
2024
Q2 		$271K Buy
5,443
+364
+7% +$18.1K 0.01% 827
2024
Q1 		$253K Buy
5,079
+174
+4% +$8.7K 0.01% 830
2023
Q4 		$245K Sell
4,905
-2,102
-30% -$104K 0.01% 785
2023
Q3 		$343K Sell
7,007
-953
-12% -$47.1K 0.02% 610
2023
Q2 		$394K Sell
7,960
-92
-1% -$4.56K 0.02% 567
2023
Q1 		$401K Buy
8,052
+770
+11% +$38.2K 0.02% 532
2022
Q4 		$359K Buy
7,282
+2,981
+69% +$146K 0.02% 550
2022
Q3 		$213K Hold
4,301
– – 0.01% 667
2022
Q2 		$213K Buy
+4,301
New +$213K 0.01% 667
2021
Q4 		$63K Sell
1,231
-209
-15% -$10.7K ﹤0.01% 1165
2021
Q3 		$74K Sell
1,440
-1,138
-44% -$58.6K ﹤0.01% 1541
2021
Q2 		$133K Buy
2,578
+2,369
+1,133% +$122K ﹤0.01% 1248
2021
Q1 		$11K Buy
+209
New +$10.7K ﹤0.01% 2572

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Harbour Investments's SMMU Position: Q1 2026 in Review

Harbour Investments reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 19% in Q1 2026, selling an estimated $55.3K and leaving 4,576 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Harbour Investments first reported a position in SMMU in Q1 2021 and has held it in 20 quarters since. The position peaked at $401K in Q1 2023. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

  • Harbour Investments held 4,576 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $231K as of Q1 2026.
  • Harbour Investments sold 1,092 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $55.3K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1457 holding.
  • Harbour Investments first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $401K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.