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

Inspire 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
Q1 		$1.94M Buy
38,519
+1,827
+5% +$92.5K 0.16% 107
2025
Q4 		$1.85M Buy
36,692
+4,213
+13% +$213K 0.17% 98
2025
Q3 		$1.64M Buy
32,479
+1,085
+3% +$54.7K 0.16% 104
2025
Q2 		$1.58M Sell
31,394
-2,017
-6% -$101K 0.16% 101
2025
Q1 		$1.67M Sell
33,411
-1,508
-4% -$75.4K 0.19% 86
2024
Q4 		$1.74M Buy
34,919
+972
+3% +$48.7K 0.21% 76
2024
Q3 		$1.71M Sell
33,947
-3,757
-10% -$189K 0.21% 71
2024
Q2 		$1.88M Buy
37,704
+74
+0.2% +$3.68K 0.25% 41
2024
Q1 		$1.88M Buy
37,630
+2,028
+6% +$101K 0.26% 33
2023
Q4 		$1.78M Buy
35,602
+1,025
+3% +$50.6K 0.27% 27
2023
Q3 		$1.69M Buy
34,577
+13,451
+64% +$664K 0.3% 34
2023
Q2 		$1.05M Buy
21,126
+3,077
+17% +$153K 0.2% 38
2023
Q1 		$898K Buy
+18,049
New +$895K 0.21% 24

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Inspire Advisors's SMMU Position: Q1 2026 in Review

Inspire Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 5% in Q1 2026, buying an estimated $92.5K and bringing the position to 38,519 shares worth $1.94M. The position accounts for 0.16% of the portfolio, ranked #107.

Inspire Advisors first reported a position in SMMU in Q1 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

  • Inspire Advisors held 38,519 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.94M as of Q1 2026.
  • Inspire Advisors bought 1,827 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $92.5K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.16% of Inspire Advisors's portfolio in Q1 2026, its #107 holding.
  • Inspire Advisors 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.
  • 195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.