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

Morris Financial Concepts’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	$287K	Buy	5,677 +931	+20%	+$47K	0.09%	118
2026 Q1	$239K	Buy	4,746 +2,046	+76%	+$104K	0.08%	120
2025 Q4	$136K	Buy	2,700 +451	+20%	+$22.8K	0.05%	141
2025 Q3	$114K	Buy	2,249 +251	+13%	+$12.6K	0.04%	145
2025 Q2	$100K	Buy	1,998 +809	+68%	+$40.3K	0.04%	143
2025 Q1	$59.5K	Buy	+1,189	New	+$59.5K	0.03%	150

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

Morris Financial Concepts's SMMU Position: Q2 2026 in Review

Morris Financial Concepts increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 20% in Q2 2026, buying an estimated $47K and bringing the position to 5,677 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #118.

Morris Financial Concepts first reported a position in SMMU in Q1 2025 and has held it in 6 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Morris Financial Concepts held 5,677 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $287K as of Q2 2026.
Morris Financial Concepts bought 931 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $47K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.09% of Morris Financial Concepts's portfolio in Q2 2026, its #118 holding.
Morris Financial Concepts first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 6 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 Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.