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 Q2	$241K	Buy	4,779 +9	+0.2%	+$454	﹤0.01%	1599
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 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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

Kestra Private Wealth Services's SMMU Position: Q2 2026 in Review

Kestra Private Wealth Services increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.19% in Q2 2026, buying an estimated $454 and bringing the position to 4,779 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Kestra Private Wealth Services first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $285K in Q1 2025. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Kestra Private Wealth Services held 4,779 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $241K as of Q2 2026.
Kestra Private Wealth Services bought 9 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $454.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1599 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 7 quarters since.
Kestra Private Wealth Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $285K in Q1 2025.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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