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Madison Wealth Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Madison Wealth Partners’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 		$229K Buy
4,532
+18
+0.4% +$908 0.03% 261
2026
Q1 		$228K Buy
4,514
+18
+0.4% +$912 0.04% 195
2025
Q4 		$227K Buy
4,496
+19
+0.4% +$959 0.04% 178
2025
Q3 		$226K Sell
4,477
-92
-2% -$4.64K 0.04% 159
2025
Q2 		$229K Sell
4,569
-1,206
-21% -$60.1K 0.05% 153
2025
Q1 		$289K Sell
5,775
-833
-13% -$41.7K 0.07% 117
2024
Q4 		$329K Sell
6,608
-886
-12% -$44.4K 0.09% 111
2024
Q3 		$378K Sell
7,494
-222
-3% -$11.1K 0.11% 91
2024
Q2 		$385K Sell
7,716
-1,523
-16% -$75.8K 0.13% 79
2024
Q1 		$461K Sell
9,239
-62
-0.7% -$3.1K 0.17% 69
2023
Q4 		$465K Sell
9,301
-2,752
-23% -$136K 0.18% 66
2023
Q3 		$590K Sell
12,053
-2,302
-16% -$114K 0.3% 40
2023
Q2 		$711K Sell
14,355
-286
-2% -$14.2K 0.33% 32
2023
Q1 		$729K Sell
14,641
-1,220
-8% -$60.5K 0.37% 30
2022
Q4 		$782K Buy
15,861
+1,687
+12% +$82.8K 0.46% 27
2022
Q3 		$693K Sell
14,174
-1,017
-7% -$50.4K 0.45% 28
2022
Q2 		$754K Buy
+15,191
New +$752K 0.48% 24

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

Madison Wealth Partners's SMMU Position: Q2 2026 in Review

Madison Wealth Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.4% in Q2 2026, buying an estimated $908 and bringing the position to 4,532 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #261.

Madison Wealth Partners first reported a position in SMMU in Q2 2022 and has held it in 17 quarters since. The position peaked at $782K in Q4 2022. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Madison Wealth Partners held 4,532 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $229K as of Q2 2026.
  • Madison Wealth Partners bought 18 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $908.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #261 holding.
  • Madison Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
  • Madison Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $782K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.