IAG Wealth Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

IAG Wealth Partners’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	$349K	Buy	+6,909	New	+$350K	0.04%	95
2025 Q4	–	Sell	-700	Closed	-$35.4K	–	525
2025 Q3	$35.4K	Hold	700	–	–	﹤0.01%	250
2025 Q2	$35.1K	Hold	700	–	–	﹤0.01%	228
2025 Q1	$35K	Hold	700	–	–	0.01%	223
2024 Q4	$34.9K	Hold	700	–	–	0.01%	221
2024 Q3	$35.4K	Hold	700	–	–	0.01%	222
2024 Q2	$34.9K	Hold	700	–	–	0.01%	209
2024 Q1	$34.9K	Hold	700	–	–	0.01%	192
2023 Q4	$35K	Hold	700	–	–	0.01%	187
2023 Q3	$34.3K	Hold	700	–	–	0.01%	175
2023 Q2	$34.7K	Buy	700 +380	+119%	+$18.8K	0.01%	188
2023 Q1	$15.9K	Buy	+320	New	+$15.9K	﹤0.01%	249

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

IAG Wealth Partners's SMMU Position: Q1 2026 in Review

IAG Wealth Partners opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2026: 6,909 shares worth $349K. The stake represents 0.04% of the portfolio and ranks #95 among its holdings. This is a return to the name: IAG Wealth Partners previously reported a position in SMMU as recently as Q3 2025.

IAG Wealth Partners first reported a position in SMMU in Q1 2023 and has held it in 12 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

IAG Wealth Partners held 6,909 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $349K as of Q1 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new IAG Wealth Partners position in Q1 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.04% of IAG Wealth Partners's portfolio in Q1 2026, its #95 holding.
IAG Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 12 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.