Kestra Advisory Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Kestra Advisory Services’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	$1.06M	Buy	20,962 +1,359	+7%	+$68.8K	﹤0.01%	1691
2025 Q4	$989K	Sell	19,603 -686	-3%	-$34.6K	﹤0.01%	1662
2025 Q3	$1.03M	Sell	20,289 -1,040	-5%	-$52.4K	﹤0.01%	1570
2025 Q2	$1.07M	Sell	21,329 -776	-4%	-$38.7K	0.01%	1436
2025 Q1	$1.11M	Buy	22,105 +502	+2%	+$25.1K	0.01%	1337
2024 Q4	$1.08M	Buy	21,603 +732	+4%	+$36.7K	0.01%	1376
2024 Q3	$1.05M	Sell	20,871 -9,392	-31%	-$471K	0.01%	1296
2024 Q2	$1.51M	Buy	+30,263	New	+$1.51M	0.01%	1110

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

Kestra Advisory Services's SMMU Position: Q1 2026 in Review

Kestra Advisory Services increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 6.9% in Q1 2026, buying an estimated $68.8K and bringing the position to 20,962 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Kestra Advisory Services first reported a position in SMMU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q2 2024. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Kestra Advisory Services held 20,962 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.06M as of Q1 2026.
Kestra Advisory Services bought 1,359 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $68.8K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1691 holding.
Kestra Advisory Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 8 quarters since.
Kestra Advisory Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.51M in Q2 2024.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.