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

Key Financial 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	$49.9K	Hold	989	–	–	0.01%	532
2025 Q4	$49.9K	Hold	989	–	–	0.01%	521
2025 Q3	$49.9K	Hold	989	–	–	0.01%	521
2025 Q2	$49.6K	Hold	989	–	–	0.01%	493
2025 Q1	$49.5K	Hold	989	–	–	0.01%	485
2024 Q4	$49.3K	Hold	989	–	–	0.01%	482
2024 Q3	$49.9K	Hold	989	–	–	0.01%	478
2024 Q2	$49.3K	Hold	989	–	–	0.01%	477
2024 Q1	$49.4K	Hold	989	–	–	0.01%	444
2023 Q4	$49.5K	Buy	+989	New	+$48.8K	0.01%	429

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

Key Financial Inc's SMMU Position: Q1 2026 in Review

Key Financial Inc held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q1 2026 at 989 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #532.

Key Financial Inc first reported a position in SMMU in Q4 2023 and has held it in 10 quarters since. The position peaked at $49.9K in Q3 2024. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Key Financial Inc held 989 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $49.9K as of Q1 2026.
Key Financial Inc left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #532 holding.
Key Financial Inc first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
Key Financial Inc's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $49.9K in Q3 2024.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.