Kuhn & Co Investment Counsel’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Kuhn & Co Investment Counsel’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	$843K	Buy	16,715 +1,583	+10%	+$80.2K	0.54%	59
2025 Q4	$763K	Buy	15,132 +2,261	+18%	+$114K	0.51%	56
2025 Q3	$651K	Sell	12,871 -1,624	-11%	-$81.8K	0.52%	66
2025 Q2	$727K	Buy	14,495 +892	+7%	+$44.5K	0.55%	62
2025 Q1	$680K	Buy	13,603 +2,736	+25%	+$137K	0.57%	61
2024 Q4	$542K	Buy	10,867 +1,790	+20%	+$89.7K	0.46%	71
2024 Q3	$458K	Buy	9,077 +524	+6%	+$26.3K	0.39%	84
2024 Q2	$427K	Buy	8,553 +1,157	+16%	+$57.6K	0.38%	86
2024 Q1	$369K	Sell	7,396 -75	-1%	-$3.75K	0.35%	92
2023 Q4	$374K	Buy	+7,471	New	+$369K	0.38%	89

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 $320M AUM 21.88% 1-Year Est. Return

Kuhn & Co Investment Counsel's SMMU Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 10% in Q1 2026, buying an estimated $80.2K and bringing the position to 16,715 shares worth $843K. The position accounts for 0.54% of the portfolio, ranked #59.

Kuhn & Co Investment Counsel first reported a position in SMMU in Q4 2023 and has held it in 10 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Kuhn & Co Investment Counsel held 16,715 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $843K as of Q1 2026.
Kuhn & Co Investment Counsel bought 1,583 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $80.2K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.54% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #59 holding.
Kuhn & Co Investment Counsel 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.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.