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 Q2	$3.33M	Buy	66,000 +166	+0.3%	+$8.37K	0.72%	38
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 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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

Milestone Investment Advisors's SMMU Position: Q2 2026 in Review

Milestone Investment Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.25% in Q2 2026, buying an estimated $8.37K and bringing the position to 66,000 shares worth $3.33M. The position accounts for 0.72% of the portfolio, ranked #38.

Milestone Investment Advisors first reported a position in SMMU in Q1 2024 and has held it in 10 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Milestone Investment Advisors held 66,000 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.33M as of Q2 2026.
Milestone Investment Advisors bought 166 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $8.37K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.72% of Milestone Investment Advisors's portfolio in Q2 2026, its #38 holding.
Milestone Investment Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.