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

Merit Financial Group’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	–	Sell	-6,082	Closed	-$307K	–	2437
2026 Q1	$307K	Sell	6,082 -284	-4%	-$14.4K	﹤0.01%	1638
2025 Q4	$321K	Sell	6,366 -114	-2%	-$5.75K	﹤0.01%	1527
2025 Q3	$328K	Sell	6,480 -45	-0.7%	-$2.27K	﹤0.01%	1394
2025 Q2	$327K	Buy	+6,525	New	+$325K	﹤0.01%	1297
2023 Q2	–	Sell	-6,399	Closed	-$319K	–	762
2023 Q1	$319K	Sell	6,399 -5,161	-45%	-$256K	0.01%	496
2022 Q4	$570K	Buy	11,560 +5,557	+93%	+$273K	0.02%	393
2022 Q3	$293K	Sell	6,003 -3,063	-34%	-$152K	0.01%	448
2022 Q2	$450K	Buy	+9,066	New	+$449K	0.01%	383

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

Merit Financial Group's SMMU Position: Q2 2026 in Review

Merit Financial Group sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026, closing a stake of 6,082 shares — an estimated $307K sold.

Merit Financial Group first reported a position in SMMU in Q2 2022 and held it in 8 quarters. The position peaked at $570K in Q4 2022. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Merit Financial Group reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Merit Financial Group sold 6,082 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $307K.
Merit Financial Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and held it in 8 quarters.
Merit Financial Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $570K in Q4 2022.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.