LWM
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LongView Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

LongView Wealth Management’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 		$614K Sell
12,154
-20,000
-62% -$1.01M 0.15% 122
2025
Q4 		$1.63M Hold
32,154
– – 0.39% 59
2025
Q3 		$1.63M Buy
32,154
+3,000
+10% +$151K 0.44% 54
2025
Q2 		$1.46M Sell
29,154
-2,600
-8% -$130K 0.44% 52
2025
Q1 		$1.59M Sell
31,754
-1,450
-4% -$72.5K 0.48% 49
2024
Q4 		$1.65M Sell
33,204
-1,900
-5% -$95.2K 0.5% 43
2024
Q3 		$1.77M Sell
35,104
-1,620
-4% -$81.3K 0.57% 39
2024
Q2 		$1.83M Sell
36,724
-1,178
-3% -$58.6K 0.68% 37
2024
Q1 		$1.89M Hold
37,902
– – 0.75% 34
2023
Q4 		$1.9M Buy
+37,902
New +$1.87M 0.85% 30

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return