Jones Financial Companies
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Jones Financial Companies’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Jones Financial Companies’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 		$2.51M Buy
49,716
+21,803
+78% +$1.1M ﹤0.01% 1334
2025
Q4 		$1.41M Buy
27,913
+4,509
+19% +$228K ﹤0.01% 1097
2025
Q3 		$1.18M Buy
23,404
+1,151
+5% +$58K ﹤0.01% 1070
2025
Q2 		$1.12M Buy
22,253
+7,973
+56% +$397K ﹤0.01% 964
2025
Q1 		$713K Buy
14,280
+3,118
+28% +$156K ﹤0.01% 988
2024
Q4 		$556K Buy
11,162
+5,122
+85% +$257K ﹤0.01% 955
2024
Q3 		$305K Buy
6,040
+2,754
+84% +$138K ﹤0.01% 993
2024
Q2 		$164K Buy
3,286
+476
+17% +$23.7K ﹤0.01% 892
2024
Q1 		$140K Hold
2,810
– – ﹤0.01% 527
2023
Q4 		$141K Buy
+2,810
New +$139K ﹤0.01% 368

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SFGP
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BWM
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