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 Q2	$7.17M	Buy	142,007 +9,200	+7%	+$464K	0.05%	373
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 $1.89T 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

Integrated Wealth Concepts's SMMU Position: Q2 2026 in Review

Integrated Wealth Concepts increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 6.9% in Q2 2026, buying an estimated $464K and bringing the position to 142,007 shares worth $7.17M. The position accounts for 0.05% of the portfolio, ranked #373.

Integrated Wealth Concepts first reported a position in SMMU in Q2 2025 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Integrated Wealth Concepts held 142,007 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $7.17M as of Q2 2026.
Integrated Wealth Concepts bought 9,200 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $464K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #373 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 5 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.