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

HighTower Advisors’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	$1.71M	Buy	33,956 +5,882	+21%	+$297K	﹤0.01%	1868
2026 Q1	$1.42M	Buy	28,074 +922	+3%	+$46.7K	﹤0.01%	1946
2025 Q4	$1.37M	Sell	27,152 -942	-3%	-$47.6K	﹤0.01%	1915
2025 Q3	$1.42M	Sell	28,094 -689	-2%	-$34.7K	﹤0.01%	1859
2025 Q2	$1.44M	Sell	28,783 -550	-2%	-$27.4K	﹤0.01%	1768
2025 Q1	$1.47M	Buy	29,333 +466	+2%	+$23.3K	﹤0.01%	1714
2024 Q4	$1.44M	Sell	28,867 -245	-0.8%	-$12.3K	﹤0.01%	1726
2024 Q3	$1.47M	Sell	29,112 -214	-0.7%	-$10.7K	﹤0.01%	1688
2024 Q2	$1.46M	Buy	29,326 +978	+3%	+$48.7K	﹤0.01%	1626
2024 Q1	$1.41M	Sell	28,348 -139	-0.5%	-$6.95K	﹤0.01%	1605
2023 Q4	$1.43M	Sell	28,487 -42,615	-60%	-$2.1M	﹤0.01%	1641
2023 Q3	$3.48M	Buy	71,102 +37,553	+112%	+$1.85M	0.01%	1091
2023 Q2	$1.66M	Sell	33,549 -190,451	-85%	-$9.44M	﹤0.01%	1467
2023 Q1	$11.2M	Sell	224,000 -6,217	-3%	-$308K	0.02%	593
2022 Q4	$11.3M	Buy	230,217 +207,061	+894%	+$10.2M	0.03%	570
2022 Q3	$1.13M	Buy	+23,156	New	+$1.15M	﹤0.01%	1542
2021 Q2	–	Sell	-4,356	Closed	-$223K	–	3368
2021 Q1	$223K	Sell	4,356 -4,984	-53%	-$256K	﹤0.01%	2518
2020 Q4	$479K	Sell	9,340 -64	-0.7%	-$3.28K	﹤0.01%	1661
2020 Q3	$482K	Sell	9,404 -145	-2%	-$7.43K	﹤0.01%	1588
2020 Q2	$486K	Buy	9,549 +839	+10%	+$42.5K	﹤0.01%	1481
2020 Q1	$440K	Buy	8,710 +1,882	+28%	+$95.2K	﹤0.01%	1383
2019 Q4	$345K	Buy	6,828 +120	+2%	+$6.08K	﹤0.01%	1633
2019 Q3	$339K	Sell	6,708 -224	-3%	-$11.4K	﹤0.01%	1716
2019 Q2	$350K	Sell	6,932 -41	-0.6%	-$2.06K	﹤0.01%	1712
2019 Q1	$350K	Buy	6,973 +2,890	+71%	+$145K	﹤0.01%	1649
2018 Q4	$203K	Buy	+4,083	New	+$203K	﹤0.01%	1833

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 $1.32B AUM 23.07% 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 $320M AUM 21.88% 1-Year Est. Return

HighTower Advisors's SMMU Position: Q2 2026 in Review

HighTower Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 21% in Q2 2026, buying an estimated $297K and bringing the position to 33,956 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

HighTower Advisors first reported a position in SMMU in Q4 2018 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2022. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

HighTower Advisors held 33,956 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.71M as of Q2 2026.
HighTower Advisors bought 5,882 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $297K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1868 holding.
HighTower Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2018 and has held it in 26 quarters since.
HighTower Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $11.3M in Q4 2022.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.