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

MBM Wealth Consultants’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	$4.65M	Buy	92,079 +12,444	+16%	+$628K	0.9%	16
2026 Q1	$4.02M	Buy	79,635 +8,176	+11%	+$414K	0.92%	13
2025 Q4	$3.6M	Buy	71,459 +7,382	+12%	+$373K	0.86%	17
2025 Q3	$3.24M	Buy	64,077 +3,595	+6%	+$181K	0.8%	17
2025 Q2	$3.03M	Buy	60,482 +4,469	+8%	+$223K	0.81%	17
2025 Q1	$2.8M	Buy	56,013 +5,704	+11%	+$285K	0.83%	18
2024 Q4	$2.51M	Buy	+50,309	New	+$2.52M	0.75%	19

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

MBM Wealth Consultants's SMMU Position: Q2 2026 in Review

MBM Wealth Consultants increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 16% in Q2 2026, buying an estimated $628K and bringing the position to 92,079 shares worth $4.65M. The position accounts for 0.9% of the portfolio, ranked #16.

MBM Wealth Consultants first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

MBM Wealth Consultants held 92,079 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $4.65M as of Q2 2026.
MBM Wealth Consultants bought 12,444 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $628K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.9% of MBM Wealth Consultants's portfolio in Q2 2026, its #16 holding.
MBM Wealth Consultants first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 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 MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.