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

IAM Advisory’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 		$1.76M Buy
34,770
+289
+0.8% +$14.6K 0.34% 51
2026
Q1 		$1.74M Buy
34,481
+862
+3% +$43.7K 0.39% 42
2025
Q4 		$1.7M Buy
33,619
+1,156
+4% +$58.4K 0.38% 42
2025
Q3 		$1.64M Buy
32,463
+209
+0.6% +$10.5K 0.37% 46
2025
Q2 		$1.62M Buy
32,254
+203
+0.6% +$10.1K 0.39% 44
2025
Q1 		$1.6M Sell
32,051
-2,421
-7% -$121K 0.42% 45
2024
Q4 		$1.72M Buy
34,472
+248
+0.7% +$12.4K 0.44% 43
2024
Q3 		$1.73M Buy
34,224
+234
+0.7% +$11.7K 0.44% 44
2024
Q2 		$1.7M Buy
33,990
+1,168
+4% +$58.1K 0.46% 40
2024
Q1 		$1.64M Buy
32,822
+15,020
+84% +$751K 0.45% 40
2023
Q4 		$891K Sell
17,802
-33
-0.2% -$1.63K 0.28% 48
2023
Q3 		$873K Buy
17,835
+2,608
+17% +$129K 0.3% 50
2023
Q2 		$754K Buy
15,227
+70
+0.5% +$3.47K 0.26% 50
2023
Q1 		$755K Buy
15,157
+93
+0.6% +$4.61K 0.26% 54
2022
Q4 		$743K Buy
+15,064
New +$739K 0.27% 51

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

IAM Advisory's SMMU Position: Q2 2026 in Review

IAM Advisory increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.84% in Q2 2026, buying an estimated $14.6K and bringing the position to 34,770 shares worth $1.76M. The position accounts for 0.34% of the portfolio, ranked #51.

IAM Advisory first reported a position in SMMU in Q4 2022 and has held it in 15 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • IAM Advisory held 34,770 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.76M as of Q2 2026.
  • IAM Advisory bought 289 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $14.6K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.34% of IAM Advisory's portfolio in Q2 2026, its #51 holding.
  • IAM Advisory first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 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 IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.