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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

NewEdge Advisors's SMMU Position: Q1 2026 in Review

NewEdge Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 7% in Q1 2026, buying an estimated $303K and bringing the position to 91,780 shares worth $4.63M. The position accounts for 0.02% of the portfolio, ranked #725.

NewEdge Advisors first reported a position in SMMU in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.76M in Q2 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

NewEdge Advisors held 91,780 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $4.63M as of Q1 2026.
NewEdge Advisors bought 5,983 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $303K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #725 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 14 quarters since.
NewEdge Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $4.76M in Q2 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.