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

Mount Yale 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	$1.38M	Sell	27,238 -4,363	-14%	-$220K	0.03%	507
2026 Q1	$1.59M	Buy	31,601 +6,993	+28%	+$354K	0.04%	418
2025 Q4	$1.24M	Buy	24,608 +8	+0%	+$404	0.06%	280
2025 Q3	$1.24M	Buy	+24,600	New	+$1.24M	0.09%	243

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

Mount Yale Investment Advisors's SMMU Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 14% in Q2 2026, selling an estimated $220K and leaving 27,238 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #507.

Mount Yale Investment Advisors first reported a position in SMMU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q1 2026. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Mount Yale Investment Advisors held 27,238 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.38M as of Q2 2026.
Mount Yale Investment Advisors sold 4,363 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $220K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #507 holding.
Mount Yale Investment Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.59M in Q1 2026.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.