Mercer Global Advisors
SMMU icon

Mercer Global Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Mercer Global 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
Q1 		$651K Hold
12,912
– – ﹤0.01% 1803
2025
Q4 		$651K Hold
12,912
– – ﹤0.01% 1702
2025
Q3 		$653K Sell
12,912
-1,732
-12% -$87.3K ﹤0.01% 1596
2025
Q2 		$735K Hold
14,644
– – ﹤0.01% 1364
2025
Q1 		$732K Buy
14,644
+222
+2% +$11.1K ﹤0.01% 1281
2024
Q4 		$719K Buy
14,422
+403
+3% +$20.2K ﹤0.01% 1258
2024
Q3 		$706K Sell
14,019
-3,705
-21% -$186K ﹤0.01% 1167
2024
Q2 		$884K Sell
17,724
-127,763
-88% -$6.36M ﹤0.01% 1024
2024
Q1 		$7.26M Buy
+145,487
New +$7.27M 0.02% 374

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return