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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
Q2 		$754K Buy
14,936
+223
+2% +$11.2K 0.2% 27
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Kooman & Associates's SMMU Position: Q2 2026 in Review

Kooman & Associates increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.5% in Q2 2026, buying an estimated $11.2K and bringing the position to 14,936 shares worth $754K. The position accounts for 0.2% of the portfolio, ranked #27.

Kooman & Associates first reported a position in SMMU in Q4 2022 and has held it in 15 quarters since. The position peaked at $836K in Q4 2022. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Kooman & Associates held 14,936 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $754K as of Q2 2026.
  • Kooman & Associates bought 223 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $11.2K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.2% of Kooman & Associates's portfolio in Q2 2026, its #27 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 15 quarters since.
  • Kooman & Associates's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $836K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.