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Newbridge Financial Services Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Newbridge Financial Services Group’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
2025
Q4 		– Sell
-640
Closed -$32.3K – 1414
2025
Q3 		$32.3K Buy
640
+61
+11% +$3.07K ﹤0.01% 618
2025
Q2 		$29.1K Buy
+579
New +$28.9K ﹤0.01% 625

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.36B AUM 14.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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 $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $72.6M AUM

Newbridge Financial Services Group's SMMU Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2025, closing a stake of 640 shares — an estimated $32.3K sold.

Newbridge Financial Services Group first reported a position in SMMU in Q2 2025 and held it in 2 quarters. The position peaked at $32.3K in Q3 2025. 185 funds tracked by Wall St. Rank hold SMMU as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 640 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $32.3K.
  • Newbridge Financial Services Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $32.3K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.