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

Milestone Investment 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 		$3.32M Buy
65,834
+22,038
+50% +$1.12M 0.8% 36
2025
Q4 		$2.21M Buy
43,796
+5,150
+13% +$260K 0.53% 40
2025
Q3 		$1.95M Buy
38,646
+6,169
+19% +$311K 0.49% 40
2025
Q2 		$1.63M Buy
32,477
+8,517
+36% +$425K 0.43% 42
2025
Q1 		$1.2M Buy
23,960
+9,308
+64% +$465K 0.33% 46
2024
Q4 		$730K Buy
14,652
+3,575
+32% +$179K 0.2% 55
2024
Q3 		$559K Buy
11,077
+4,025
+57% +$202K 0.16% 55
2024
Q2 		$352K Buy
7,052
+5,054
+253% +$252K 0.09% 64
2024
Q1 		$99.7K Buy
+1,998
New +$99.9K 0.03% 86

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