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 Q2	$352K	Buy	6,976 +67	+1%	+$3.38K	0.03%	103
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 $1.89T 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

IAG Wealth Partners's SMMU Position: Q2 2026 in Review

IAG Wealth Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.97% in Q2 2026, buying an estimated $3.38K and bringing the position to 6,976 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #103.

IAG Wealth Partners first reported a position in SMMU in Q1 2023 and has held it in 13 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

IAG Wealth Partners held 6,976 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $352K as of Q2 2026.
IAG Wealth Partners bought 67 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.38K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of IAG Wealth Partners's portfolio in Q2 2026, its #103 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 13 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.