LifeWealth Investments’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

LifeWealth Investments’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	$1.77M	Hold	35,056	–	–	0.47%	43
2026 Q1	$1.77M	Hold	35,056	–	–	0.53%	39
2025 Q4	$1.77M	Hold	35,056	–	–	0.56%	42
2025 Q3	$1.77M	Hold	35,056	–	–	0.58%	41
2025 Q2	$1.76M	Hold	35,056	–	–	0.64%	40
2025 Q1	$1.75M	Hold	35,056	–	–	0.84%	37
2024 Q4	$1.75M	Buy	+35,056	New	+$1.76M	1.16%	23

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

LifeWealth Investments's SMMU Position: Q2 2026 in Review

LifeWealth Investments held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 35,056 shares worth $1.77M. The position accounts for 0.47% of the portfolio, ranked #43.

LifeWealth Investments first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q3 2025. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

LifeWealth Investments held 35,056 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.77M as of Q2 2026.
LifeWealth Investments left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.47% of LifeWealth Investments's portfolio in Q2 2026, its #43 holding.
LifeWealth Investments 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.
LifeWealth Investments's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.77M in Q3 2025.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.