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

MBL Wealth’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 		$1.09M Sell
21,662
-100
-0.5% -$5.04K 0.07% 127
2026
Q1 		$1.1M Sell
21,762
-810
-4% -$41K 0.08% 111
2025
Q4 		$1.14M Buy
22,572
+50
+0.2% +$2.52K 0.09% 111
2025
Q3 		$1.14M Buy
22,522
+100
+0.4% +$5.04K 0.1% 103
2025
Q2 		$1.12M Buy
22,422
+472
+2% +$23.5K 0.11% 95
2025
Q1 		$1.1M Sell
21,950
-1,700
-7% -$85K 0.11% 90
2024
Q4 		$1.18M Hold
23,650
– – 0.12% 87
2024
Q3 		$1.19M Sell
23,650
-50
-0.2% -$2.51K 0.13% 82
2024
Q2 		$1.18M Buy
23,700
+1,350
+6% +$67.2K 0.13% 80
2024
Q1 		$1.12M Buy
22,350
+1,100
+5% +$55K 0.13% 79
2023
Q4 		$1.06M Sell
21,250
-150
-0.7% -$7.41K 0.13% 77
2023
Q3 		$1.05M Sell
21,400
-4,860
-19% -$240K 0.15% 68
2023
Q2 		$1.3M Sell
26,260
-13,315
-34% -$660K 0.18% 60
2023
Q1 		$1.97M Sell
39,575
-31,816
-45% -$1.58M 0.31% 43
2022
Q4 		$3.52M Buy
71,391
+12,215
+21% +$599K 0.67% 31
2022
Q3 		$2.89M Sell
59,176
-62,530
-51% -$3.1M 0.62% 34
2022
Q2 		$6.04M Sell
121,706
-147,390
-55% -$7.3M 1.51% 18
2022
Q1 		$13.4M Buy
+269,096
New +$13.6M 3.28% 6
2021
Q3 		$13M Buy
+253,611
New +$13.1M 4.5% 5
2021
Q1 		$8.61M Buy
167,716
+24,275
+17% +$1.25M 3% 8
2020
Q4 		$7.38M Buy
+143,441
New +$7.36M 2.92% 8

Other funds holding SMMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MBL Wealth's SMMU Position: Q2 2026 in Review

MBL Wealth reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.46% in Q2 2026, selling an estimated $5.04K and leaving 21,662 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #127.

MBL Wealth first reported a position in SMMU in Q4 2020 and has held it in 21 quarters since. The position peaked at $13.4M in Q1 2022. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • MBL Wealth held 21,662 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.09M as of Q2 2026.
  • MBL Wealth sold 100 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $5.04K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.07% of MBL Wealth's portfolio in Q2 2026, its #127 holding.
  • MBL Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $13.4M in Q1 2022.
  • 33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.