KPWS
SMMU icon

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

Kestra Private Wealth 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 		$241K Buy
4,770
+8
+0.2% +$405 ﹤0.01% 1555
2025
Q4 		$240K Buy
4,762
+8
+0.2% +$404 ﹤0.01% 1531
2025
Q3 		$240K Buy
4,754
+8
+0.2% +$403 ﹤0.01% 1477
2025
Q2 		$238K Sell
4,746
-948
-17% -$47.3K ﹤0.01% 1420
2025
Q1 		$285K Buy
5,694
+964
+20% +$48.2K ﹤0.01% 1225
2024
Q4 		$236K Buy
+4,730
New +$237K ﹤0.01% 1239

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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 Private Wealth Services's SMMU Position: Q1 2026 in Review

Kestra Private Wealth Services increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.17% in Q1 2026, buying an estimated $405 and bringing the position to 4,770 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Kestra Private Wealth Services first reported a position in SMMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $285K in Q1 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

  • Kestra Private Wealth Services held 4,770 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $241K as of Q1 2026.
  • Kestra Private Wealth Services bought 8 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $405.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1555 holding.
  • Kestra Private Wealth Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • Kestra Private Wealth Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $285K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.