Kooman & Associates’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Kooman & Associates’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	$742K	Buy	14,713 +522	+4%	+$26.4K	0.22%	24
2025 Q4	$716K	Buy	14,191 +995	+8%	+$50.2K	0.21%	26
2025 Q3	$667K	Buy	13,196 +696	+6%	+$35.1K	0.21%	25
2025 Q2	$627K	Sell	12,500 -1,404	-10%	-$70K	0.21%	26
2025 Q1	$695K	Buy	13,904 +88	+0.6%	+$4.4K	0.26%	23
2024 Q4	$689K	Buy	13,816 +399	+3%	+$20K	0.25%	24
2024 Q3	$678K	Sell	13,417 -1,073	-7%	-$53.8K	0.25%	22
2024 Q2	$723K	Buy	14,490 +855	+6%	+$42.6K	0.29%	22
2024 Q1	$680K	Buy	13,635 +458	+3%	+$22.9K	0.28%	21
2023 Q4	$659K	Sell	13,177 -2,848	-18%	-$141K	0.29%	21
2023 Q3	$784K	Sell	16,025 -354	-2%	-$17.5K	0.4%	19
2023 Q2	$811K	Buy	16,379 +128	+0.8%	+$6.34K	0.4%	19
2023 Q1	$809K	Sell	16,251 -698	-4%	-$34.6K	0.44%	19
2022 Q4	$836K	Buy	+16,949	New	+$832K	0.82%	16

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

Kooman & Associates's SMMU Position: Q1 2026 in Review

Kooman & Associates increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 3.7% in Q1 2026, buying an estimated $26.4K and bringing the position to 14,713 shares worth $742K. The position accounts for 0.22% of the portfolio, ranked #24.

Kooman & Associates first reported a position in SMMU in Q4 2022 and has held it in 14 quarters since. The position peaked at $836K in Q4 2022. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Kooman & Associates held 14,713 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $742K as of Q1 2026.
Kooman & Associates bought 522 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $26.4K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.22% of Kooman & Associates's portfolio in Q1 2026, its #24 holding.
Kooman & Associates first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
Kooman & Associates's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $836K in Q4 2022.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.