Mattson Financial Services’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Mattson Financial Services’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	–	Sell	-4,030	Closed	-$203K	–	240
2025 Q4	$203K	Buy	4,030 +21	+0.5%	+$1.06K	0.05%	180
2025 Q3	$203K	Buy	+4,009	New	+$202K	0.05%	185
2025 Q2	–	Sell	-288	Closed	-$14.4K	–	315
2025 Q1	$14.4K	Buy	+288	New	+$14.4K	﹤0.01%	239

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

Mattson Financial Services's SMMU Position: Q1 2026 in Review

Mattson Financial Services sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2026, closing a stake of 4,030 shares — an estimated $203K sold.

Mattson Financial Services first reported a position in SMMU in Q1 2025 and held it in 3 quarters. The position peaked at $203K in Q4 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Mattson Financial Services reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Mattson Financial Services sold 4,030 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $203K.
Mattson Financial Services first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2025 and held it in 3 quarters.
Mattson Financial Services's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $203K in Q4 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.