Main Line Retirement Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Main Line Retirement Advisors’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	$1.19M	Buy	23,650 +359	+2%	+$18.1K	0.55%	16
2026 Q1	$1.18M	Buy	23,291 +104	+0.4%	+$5.27K	0.59%	18
2025 Q4	$1.17M	Buy	+23,187	New	+$1.17M	0.59%	17

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

Main Line Retirement Advisors's SMMU Position: Q2 2026 in Review

Main Line Retirement Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.5% in Q2 2026, buying an estimated $18.1K and bringing the position to 23,650 shares worth $1.19M. The position accounts for 0.55% of the portfolio, ranked #16.

Main Line Retirement Advisors first reported a position in SMMU in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Main Line Retirement Advisors held 23,650 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.19M as of Q2 2026.
Main Line Retirement Advisors bought 359 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $18.1K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.55% of Main Line Retirement Advisors's portfolio in Q2 2026, its #16 holding.
Main Line Retirement Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.