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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B 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 $38.1B 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 $1.56T AUM 27.86% 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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Mount Yale Investment Advisors's SMMU Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 28% in Q1 2026, buying an estimated $354K and bringing the position to 31,601 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #418.

Mount Yale Investment Advisors first reported a position in SMMU in Q3 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

  • Mount Yale Investment Advisors held 31,601 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.59M as of Q1 2026.
  • Mount Yale Investment Advisors bought 6,993 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $354K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #418 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 3 quarters since.
  • 195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.