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

IFP 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 		$120K Sell
2,368
-495
-17% -$25K ﹤0.01% 1850
2026
Q1 		$144K Hold
2,863
– – ﹤0.01% 1584
2025
Q4 		$144K Hold
2,863
– – ﹤0.01% 1560
2025
Q3 		$145K Hold
2,863
– – ﹤0.01% 1451
2025
Q2 		$144K Hold
2,863
– – ﹤0.01% 1435
2025
Q1 		$143K Hold
2,863
– – ﹤0.01% 1333
2024
Q4 		$143K Hold
2,863
– – ﹤0.01% 1304
2024
Q3 		$145K Sell
2,863
-54,207
-95% -$2.72M 0.01% 1243
2024
Q2 		$2.85M Sell
57,070
-846
-1% -$42.1K 0.11% 188
2024
Q1 		$2.89M Buy
57,916
+1,525
+3% +$76.3K 0.13% 173
2023
Q4 		$2.82M Buy
56,391
+2,795
+5% +$138K 0.13% 162
2023
Q3 		$2.62M Sell
53,596
-2,260
-4% -$112K 0.12% 177
2023
Q2 		$2.77M Sell
55,856
-2,210
-4% -$110K 0.12% 188
2023
Q1 		$2.89M Sell
58,066
-221
-0.4% -$11K 0.13% 166
2022
Q4 		$2.9M Buy
58,287
+16,980
+41% +$833K 0.08% 267
2022
Q3 		$2.06M Buy
41,307
+10,185
+33% +$505K 0.05% 387
2022
Q2 		$1.55M Hold
31,122
– – 0.05% 435
2022
Q1 		$1.55M Buy
+31,122
New +$1.57M 0.05% 435

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

IFP Advisors's SMMU Position: Q2 2026 in Review

IFP Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 17% in Q2 2026, selling an estimated $25K and leaving 2,368 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

IFP Advisors first reported a position in SMMU in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.9M in Q4 2022. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • IFP Advisors held 2,368 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $120K as of Q2 2026.
  • IFP Advisors sold 495 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $25K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1850 holding.
  • IFP Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.9M 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.