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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Madison Wealth Partners's SMMU Position: Q1 2026 in Review

Madison Wealth Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.4% in Q1 2026, buying an estimated $912 and bringing the position to 4,514 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #195.

Madison Wealth Partners first reported a position in SMMU in Q2 2022 and has held it in 16 quarters since. The position peaked at $782K in Q4 2022. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Madison Wealth Partners held 4,514 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $228K as of Q1 2026.
Madison Wealth Partners bought 18 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $912.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #195 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 16 quarters since.
Madison Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $782K in Q4 2022.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.