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

Inspirion Wealth 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	$2.12M	Buy	42,108 +600	+1%	+$30.3K	0.24%	40
2026 Q1	$2.09M	Hold	41,508	–	–	0.26%	42
2025 Q4	$2.09M	Sell	41,508 -4,750	-10%	-$240K	0.26%	40
2025 Q3	$2.34M	Buy	46,258 +5,500	+13%	+$277K	0.33%	33
2025 Q2	$2.04M	Hold	40,758	–	–	0.27%	38
2025 Q1	$2.04M	Sell	40,758 -5,000	-11%	-$250K	0.28%	34
2024 Q4	$2.28M	Sell	45,758 -500	-1%	-$25K	0.32%	32
2024 Q3	$2.34M	Hold	46,258	–	–	0.33%	33
2024 Q2	$2.31M	Buy	46,258 +500	+1%	+$24.9K	0.35%	32
2024 Q1	$2.28M	Hold	45,758	–	–	0.38%	30
2023 Q4	$2.29M	Buy	45,758 +5,000	+12%	+$247K	0.41%	33
2023 Q3	$2M	Hold	40,758	–	–	0.39%	36
2023 Q2	$2.02M	Hold	40,758	–	–	0.39%	33
2023 Q1	$2.03M	Hold	40,758	–	–	0.41%	32
2022 Q4	$2.01M	Buy	+40,758	New	+$2M	0.43%	32

Other funds holding SMMU

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

MWC

MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

Inspirion Wealth Advisors's SMMU Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.4% in Q2 2026, buying an estimated $30.3K and bringing the position to 42,108 shares worth $2.12M. The position accounts for 0.24% of the portfolio, ranked #40.

Inspirion Wealth Advisors first reported a position in SMMU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q3 2025. 88 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Inspirion Wealth Advisors held 42,108 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.12M as of Q2 2026.
Inspirion Wealth Advisors bought 600 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $30.3K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.24% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Inspirion Wealth Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
Inspirion Wealth Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.34M in Q3 2025.
88 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.