Independent Advisor Alliance’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Independent Advisor Alliance’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	–	Sell	-51,180	Closed	-$2.58M	–	1537
2026 Q1	$2.58M	Buy	+51,180	New	+$2.59M	0.03%	481
2025 Q1	–	Sell	-59,448	Closed	-$2.96M	–	1279
2024 Q4	$2.96M	Buy	+59,448	New	+$2.98M	0.04%	405

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

Independent Advisor Alliance's SMMU Position: Q2 2026 in Review

Independent Advisor Alliance sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026, closing a stake of 51,180 shares — an estimated $2.58M sold.

Independent Advisor Alliance first reported a position in SMMU in Q4 2024 and held it in 2 quarters. The position peaked at $2.96M in Q4 2024. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Independent Advisor Alliance reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 51,180 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.58M.
Independent Advisor Alliance first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.96M in Q4 2024.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.