Marshall Financial Group (Maryland)’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Marshall Financial Group (Maryland)’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	$258K	Hold	5,100	–	–	0.04%	276
2026 Q1	$257K	Hold	5,100	–	–	0.04%	256
2025 Q4	$257K	Hold	5,100	–	–	0.05%	250
2025 Q3	$258K	Hold	5,100	–	–	0.05%	224
2025 Q2	$256K	Hold	5,100	–	–	0.05%	223
2025 Q1	$255K	Buy	+5,100	New	+$255K	0.06%	203

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 $1.36B AUM 14.31% 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 $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SMMU Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 5,100 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #276.

Marshall Financial Group (Maryland) first reported a position in SMMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $258K in Q3 2025. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Marshall Financial Group (Maryland) held 5,100 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $258K as of Q2 2026.
Marshall Financial Group (Maryland) left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #276 holding.
Marshall Financial Group (Maryland) first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
Marshall Financial Group (Maryland)'s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $258K in Q3 2025.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.