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

NewEdge 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 		$5.17M Buy
102,358
+10,578
+12% +$533K 0.02% 767
2026
Q1 		$4.63M Buy
91,780
+5,983
+7% +$303K 0.02% 725
2025
Q4 		$4.33M Buy
85,797
+18,618
+28% +$940K 0.02% 720
2025
Q3 		$3.4M Sell
67,179
-27,664
-29% -$1.39M 0.02% 776
2025
Q2 		$4.76M Buy
94,843
+24,130
+34% +$1.2M 0.02% 586
2025
Q1 		$3.54M Sell
70,713
-10,107
-13% -$505K 0.02% 630
2024
Q4 		$4.03M Sell
80,820
-5,822
-7% -$292K 0.02% 576
2024
Q3 		$4.38M Buy
86,642
+2,423
+3% +$122K 0.03% 524
2024
Q2 		$4.2M Buy
84,219
+71,765
+576% +$3.57M 0.03% 505
2024
Q1 		$621K Sell
12,454
-2,527
-17% -$126K 0.01% 1217
2023
Q4 		$749K Buy
14,981
+7,299
+95% +$360K 0.01% 1081
2023
Q3 		$376K Buy
7,682
+7,582
+7,582% +$374K ﹤0.01% 1315
2023
Q2 		$4.95K Hold
100
– – ﹤0.01% 2818
2023
Q1 		$4.98K Hold
100
– – ﹤0.01% 2775
2022
Q4 		$5 Buy
+100
New +$4.91K ﹤0.01% 3815

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

NewEdge Advisors's SMMU Position: Q2 2026 in Review

NewEdge Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 12% in Q2 2026, buying an estimated $533K and bringing the position to 102,358 shares worth $5.17M. The position accounts for 0.02% of the portfolio, ranked #767.

NewEdge Advisors first reported a position in SMMU in Q4 2022 and has held it in 15 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • NewEdge Advisors held 102,358 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $5.17M as of Q2 2026.
  • NewEdge Advisors bought 10,578 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $533K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #767 holding.
  • NewEdge Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • 201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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