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 Q2	$887K	Buy	17,574 +859	+5%	+$43.3K	0.51%	57
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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Kuhn & Co Investment Counsel's SMMU Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 5.1% in Q2 2026, buying an estimated $43.3K and bringing the position to 17,574 shares worth $887K. The position accounts for 0.51% of the portfolio, ranked #57.

Kuhn & Co Investment Counsel first reported a position in SMMU in Q4 2023 and has held it in 11 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Kuhn & Co Investment Counsel held 17,574 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $887K as of Q2 2026.
Kuhn & Co Investment Counsel bought 859 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $43.3K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.51% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #57 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 11 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.