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 Q3	$48.9K	Hold	989	–	–	0.01%	534
2026 Q2	$49.9K	Hold	989	–	–	0.01%	532
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Key Financial Inc's SMMU Position: Q3 2026 in Review

Key Financial Inc held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q3 2026 at 989 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #534.

Key Financial Inc first reported a position in SMMU in Q4 2023 and has held it in 12 quarters since. The position peaked at $49.9K in Q2 2026. 117 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Key Financial Inc held 989 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $48.9K as of Q3 2026.
Key Financial Inc left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #534 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 12 quarters since.
Key Financial Inc's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $49.9K in Q2 2026.
117 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.