John A. Wolfe & Associates’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

John A. Wolfe & Associates’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	$20.4M	Buy	403,445 +41,167	+11%	+$2.08M	28.06%	1
2026 Q1	$18.3M	Sell	362,278 -124,606	-26%	-$6.31M	28.07%	1
2025 Q4	$24.6M	Buy	+486,884	New	+$24.6M	13.26%	3

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

John A. Wolfe & Associates's SMMU Position: Q2 2026 in Review

John A. Wolfe & Associates increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 11% in Q2 2026, buying an estimated $2.08M and bringing the position to 403,445 shares worth $20.4M. The position accounts for 28.06% of the portfolio, ranked #1.

John A. Wolfe & Associates first reported a position in SMMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.6M in Q4 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

John A. Wolfe & Associates held 403,445 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $20.4M as of Q2 2026.
John A. Wolfe & Associates bought 41,167 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.08M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 28.06% of John A. Wolfe & Associates's portfolio in Q2 2026, its #1 holding.
John A. Wolfe & Associates first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
John A. Wolfe & Associates's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $24.6M in Q4 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.