Kelman-Lazarov Inc’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Kelman-Lazarov Inc’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	$8.13M	Buy	161,103 +22,917	+17%	+$1.16M	1.17%	21
2025 Q4	$6.97M	Buy	138,186 +3,374	+3%	+$170K	1%	23
2025 Q3	$6.82M	Buy	134,812 +15,348	+13%	+$773K	1.01%	22
2025 Q2	$5.99M	Buy	119,464 +14,569	+14%	+$726K	0.97%	21
2025 Q1	$5.25M	Buy	104,895 +12,706	+14%	+$635K	0.95%	21
2024 Q4	$4.59M	Buy	92,189 +13,350	+17%	+$669K	0.83%	22
2024 Q3	$3.98M	Buy	78,839 +1,763	+2%	+$88.5K	0.69%	25
2024 Q2	$3.84M	Buy	77,076 +2,601	+3%	+$129K	0.72%	25
2024 Q1	$3.72M	Buy	74,475 +5,660	+8%	+$283K	0.73%	26
2023 Q4	$3.44M	Buy	68,815 +18,239	+36%	+$901K	0.75%	25
2023 Q3	$2.48M	Buy	50,576 +19,596	+63%	+$968K	0.59%	28
2023 Q2	$1.53M	Buy	30,980 +8,174	+36%	+$405K	0.37%	37
2023 Q1	$1.14M	Buy	+22,806	New	+$1.13M	0.29%	42

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 $320M AUM 21.88% 1-Year Est. Return

Kelman-Lazarov Inc's SMMU Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 17% in Q1 2026, buying an estimated $1.16M and bringing the position to 161,103 shares worth $8.13M. The position accounts for 1.17% of the portfolio, ranked #21.

Kelman-Lazarov Inc first reported a position in SMMU in Q1 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Kelman-Lazarov Inc held 161,103 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $8.13M as of Q1 2026.
Kelman-Lazarov Inc bought 22,917 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.16M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 1.17% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #21 holding.
Kelman-Lazarov Inc first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 13 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 Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.