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 Q2	$1.35M	Buy	26,671 +5,709	+27%	+$288K	﹤0.01%	1620
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 $1.89T 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

Kestra Advisory Services's SMMU Position: Q2 2026 in Review

Kestra Advisory Services increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 27% in Q2 2026, buying an estimated $288K and bringing the position to 26,671 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Kestra Advisory Services first reported a position in SMMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q2 2024. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Kestra Advisory Services held 26,671 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.35M as of Q2 2026.
Kestra Advisory Services bought 5,709 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $288K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1620 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 9 quarters since.
Kestra Advisory Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.51M in Q2 2024.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.