L.K. Benson & Company’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

L.K. Benson & Company’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	$716K	Buy	14,188 +40	+0.3%	+$2.02K	0.22%	64
2026 Q1	$714K	Buy	14,148 +39	+0.3%	+$1.98K	0.24%	62
2025 Q4	$712K	Buy	14,109 +41	+0.3%	+$2.07K	0.36%	63
2025 Q3	$711K	Buy	14,068 +39	+0.3%	+$1.97K	0.38%	55
2025 Q2	$704K	Buy	14,029 +37	+0.3%	+$1.84K	0.43%	54
2025 Q1	$700K	Buy	13,992 +38	+0.3%	+$1.9K	0.48%	49
2024 Q4	$695K	Buy	+13,954	New	+$699K	0.49%	44

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

L.K. Benson & Company's SMMU Position: Q2 2026 in Review

L.K. Benson & Company increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.28% in Q2 2026, buying an estimated $2.02K and bringing the position to 14,188 shares worth $716K. The position accounts for 0.22% of the portfolio, ranked #64.

L.K. Benson & Company first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

L.K. Benson & Company held 14,188 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $716K as of Q2 2026.
L.K. Benson & Company bought 40 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.02K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.22% of L.K. Benson & Company's portfolio in Q2 2026, its #64 holding.
L.K. Benson & Company first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 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 L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.