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 Q2	$2.25M	Buy	44,481 +5,962	+15%	+$301K	0.16%	113
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 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

Inspire Advisors's SMMU Position: Q2 2026 in Review

Inspire Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 15% in Q2 2026, buying an estimated $301K and bringing the position to 44,481 shares worth $2.25M. The position accounts for 0.16% of the portfolio, ranked #113.

Inspire Advisors first reported a position in SMMU in Q1 2023 and has held it in 14 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Inspire Advisors held 44,481 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.25M as of Q2 2026.
Inspire Advisors bought 5,962 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $301K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.16% of Inspire Advisors's portfolio in Q2 2026, its #113 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 14 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.