IFP Advisors
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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
Q3 		$117K Hold
2,368
– – ﹤0.01% 1859
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

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

IFP Advisors's SMMU Position: Q3 2026 in Review

IFP Advisors held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q3 2026 at 2,368 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

IFP Advisors first reported a position in SMMU in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.9M in Q4 2022. 53 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • IFP Advisors held 2,368 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $117K as of Q3 2026.
  • IFP Advisors left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1859 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 19 quarters since.
  • IFP Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.9M in Q4 2022.
  • 53 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.