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 Q2	–	Sell	-12,154	Closed	-$614K	–	250
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 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

LongView Wealth Management's SMMU Position: Q2 2026 in Review

LongView Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026, closing a stake of 12,154 shares — an estimated $614K sold.

LongView Wealth Management first reported a position in SMMU in Q4 2023 and held it in 10 quarters. The position peaked at $1.9M in Q4 2023. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

LongView Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 12,154 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $614K.
LongView Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 10 quarters.
LongView Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.9M in Q4 2023.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.