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

Integrated Wealth Concepts’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	$6.7M	Buy	132,807 +106,156	+398%	+$5.38M	0.05%	337
2025 Q4	$1.34M	Sell	26,651 -70,902	-73%	-$3.58M	0.02%	653
2025 Q3	$4.93M	Buy	97,553 +93,397	+2,247%	+$4.71M	0.04%	384
2025 Q2	$209K	Buy	+4,156	New	+$207K	﹤0.01%	1752

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $281M AUM 18.28% 1-Year Est. Return

Integrated Wealth Concepts's SMMU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 398% in Q1 2026, buying an estimated $5.38M and bringing the position to 132,807 shares worth $6.7M. The position accounts for 0.05% of the portfolio, ranked #337.

Integrated Wealth Concepts first reported a position in SMMU in Q2 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Integrated Wealth Concepts held 132,807 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $6.7M as of Q1 2026.
Integrated Wealth Concepts bought 106,156 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $5.38M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.05% of Integrated Wealth Concepts's portfolio in Q1 2026, its #337 holding.
Integrated Wealth Concepts first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 4 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 Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.