Morgan Stanley
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Morgan Stanley’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Morgan Stanley’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 		$180M Buy
3,573,247
+283,722
+9% +$14.3M 0.01% 1105
2026
Q1 		$166M Buy
3,289,525
+366,799
+13% +$18.6M 0.01% 1067
2025
Q4 		$147M Sell
2,922,726
-739,554
-20% -$37.3M 0.01% 1136
2025
Q3 		$185M Buy
3,662,280
+349,554
+11% +$17.6M 0.01% 981
2025
Q2 		$166M Buy
3,312,726
+2,346,083
+243% +$117M 0.01% 970
2025
Q1 		$48.4M Buy
966,643
+94,875
+11% +$4.74M ﹤0.01% 1852
2024
Q4 		$43.4M Buy
871,768
+28,837
+3% +$1.44M ﹤0.01% 1961
2024
Q3 		$42.6M Buy
842,931
+237,546
+39% +$11.9M ﹤0.01% 1987
2024
Q2 		$30.2M Buy
605,385
+472
+0.1% +$23.5K ﹤0.01% 2222
2024
Q1 		$30.2M Sell
604,913
-26,719
-4% -$1.34M ﹤0.01% 2237
2023
Q4 		$31.6M Buy
631,632
+165,619
+36% +$8.18M ﹤0.01% 2210
2023
Q3 		$22.8M Sell
466,013
-26,673
-5% -$1.32M ﹤0.01% 2312
2023
Q2 		$24.4M Buy
492,686
+5,372
+1% +$266K ﹤0.01% 2271
2023
Q1 		$24.3M Buy
487,314
+10,471
+2% +$519K ﹤0.01% 2212
2022
Q4 		$23.5M Sell
476,843
-131,574
-22% -$6.46M ﹤0.01% 2185
2022
Q3 		$29.7M Sell
608,417
-46,730
-7% -$2.32M ﹤0.01% 1783
2022
Q2 		$32.5M Sell
655,147
-20,065
-3% -$993K ﹤0.01% 1753
2022
Q1 		$33.7M Buy
675,212
+66,371
+11% +$3.36M ﹤0.01% 1595
2021
Q4 		$31.2M Buy
608,841
+111,226
+22% +$5.7M ﹤0.01% 1714
2021
Q3 		$25.5M Buy
497,615
+204,102
+70% +$10.5M ﹤0.01% 1834
2021
Q2 		$15.1M Buy
293,513
+24,356
+9% +$1.25M ﹤0.01% 2498
2021
Q1 		$13.8M Buy
269,157
+43,628
+19% +$2.24M ﹤0.01% 2310
2020
Q4 		$11.6M Buy
225,529
+6,277
+3% +$322K ﹤0.01% 2352
2020
Q3 		$11.2M Buy
219,252
+71,051
+48% +$3.64M ﹤0.01% 1928
2020
Q2 		$7.57M Buy
148,201
+33,668
+29% +$1.7M ﹤0.01% 2237
2020
Q1 		$5.79M Buy
114,533
+42,980
+60% +$2.17M ﹤0.01% 2312
2019
Q4 		$3.62M Buy
71,553
+1,567
+2% +$79.3K ﹤0.01% 3537
2019
Q3 		$3.54M Buy
69,986
+3,789
+6% +$192K ﹤0.01% 3256
2019
Q2 		$3.35M Buy
66,197
+7,347
+12% +$370K ﹤0.01% 3322
2019
Q1 		$2.96M Sell
58,850
-9,847
-14% -$492K ﹤0.01% 3230
2018
Q4 		$3.42M Sell
68,697
-1,056
-2% -$52.5K ﹤0.01% 3305
2018
Q3 		$3.47M Sell
69,753
-1,116
-2% -$55.7K ﹤0.01% 3553
2018
Q2 		$3.54M Buy
70,869
+6,726
+10% +$335K ﹤0.01% 3556
2018
Q1 		$3.19M Sell
64,143
-15,351
-19% -$766K ﹤0.01% 3535
2017
Q4 		$3.96M Buy
79,494
+12,731
+19% +$639K ﹤0.01% 3345
2017
Q3 		$3.37M Sell
66,763
-16,777
-20% -$845K ﹤0.01% 3374
2017
Q2 		$4.18M Buy
83,540
+5,625
+7% +$282K ﹤0.01% 3041
2017
Q1 		$3.9M Buy
77,915
+7,187
+10% +$359K ﹤0.01% 3129
2016
Q4 		$3.5M Sell
70,728
-12,169
-15% -$608K ﹤0.01% 3360
2016
Q3 		$4.18M Sell
82,897
-7,104
-8% -$359K ﹤0.01% 2841
2016
Q2 		$4.54M Buy
90,001
+10,861
+14% +$549K ﹤0.01% 2702
2016
Q1 		$4M Buy
79,140
+43,943
+125% +$2.22M ﹤0.01% 2735
2015
Q4 		$1.77M Buy
35,197
+4,303
+14% +$217K ﹤0.01% 3605
2015
Q3 		$1.55M Sell
30,894
-14,640
-32% -$737K ﹤0.01% 3738
2015
Q2 		$2.28M Sell
45,534
-11,215
-20% -$563K ﹤0.01% 3509
2015
Q1 		$2.86M Sell
56,749
-43,437
-43% -$2.19M ﹤0.01% 3247
2014
Q4 		$5.03M Sell
100,186
-16,055
-14% -$810K ﹤0.01% 2731
2014
Q3 		$5.86M Buy
116,241
+1,020
+0.9% +$51.5K ﹤0.01% 2504
2014
Q2 		$5.81M Buy
115,221
+4,777
+4% +$241K ﹤0.01% 2528
2014
Q1 		$5.56M Sell
110,444
-28,972
-21% -$1.46M ﹤0.01% 2494
2013
Q4 		$7M Buy
139,416
+12,756
+10% +$641K ﹤0.01% 2256
2013
Q3 		$6.34M Buy
126,660
+91,875
+264% +$4.61M ﹤0.01% 2195
2013
Q2 		$1.75M Buy
+34,785
New +$1.75M ﹤0.01% 3265

Other funds holding SMMU

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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
JAWA
John A. Wolfe & Associates Portage, Michigan $72.6M AUM

Morgan Stanley's SMMU Position: Q2 2026 in Review

Morgan Stanley increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 8.6% in Q2 2026, buying an estimated $14.3M and bringing the position to 3,573,247 shares worth $180M. The position accounts for 0.01% of the portfolio, ranked #1105.

Morgan Stanley first reported a position in SMMU in Q2 2013 and has held it in 53 quarters since. The position peaked at $185M in Q3 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Morgan Stanley held 3,573,247 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $180M as of Q2 2026.
  • Morgan Stanley bought 283,722 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $14.3M.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1105 holding.
  • Morgan Stanley first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $185M in Q3 2025.
  • 201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.