Northwestern Mutual Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Northwestern Mutual Wealth Management’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	$1.31M	Sell	25,951 -4,075	-14%	-$206K	﹤0.01%	1245
2025 Q4	$1.51M	Sell	30,026 -8,234	-22%	-$416K	﹤0.01%	1145
2025 Q3	$1.93M	Buy	38,260 +25,820	+208%	+$1.3M	﹤0.01%	1012
2025 Q2	$624K	Buy	12,440 +3,660	+42%	+$182K	﹤0.01%	1311
2025 Q1	$439K	Hold	8,780	–	–	﹤0.01%	1380
2024 Q4	$438K	Sell	8,780 -4,444	-34%	-$223K	﹤0.01%	1378
2024 Q3	$668K	Hold	13,224	–	–	﹤0.01%	1202
2024 Q2	$659K	Sell	13,224 -4,374	-25%	-$218K	﹤0.01%	1157
2024 Q1	$878K	Sell	17,598 -882	-5%	-$44.1K	﹤0.01%	1051
2023 Q4	$924K	Buy	18,480 +270	+1%	+$13.3K	﹤0.01%	995
2023 Q3	$891K	Buy	+18,210	New	+$899K	﹤0.01%	988
2023 Q2	–	Sell	-24	Closed	-$1.2K	–	3588
2023 Q1	$1.2K	Buy	+24	New	+$1.19K	﹤0.01%	2999
2022 Q1	–	Sell	-4,906	Closed	-$251K	–	3374
2021 Q4	$251K	Buy	+4,906	New	+$251K	﹤0.01%	1339
2020 Q2	–	Sell	-291	Closed	-$15K	–	2666
2020 Q1	$15K	Buy	+291	New	+$14.7K	﹤0.01%	1785
2019 Q2	–	Sell	-306	Closed	-$15K	–	2691
2019 Q1	$15K	Buy	+306	New	+$15.3K	﹤0.01%	1826

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

Northwestern Mutual Wealth Management's SMMU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 14% in Q1 2026, selling an estimated $206K and leaving 25,951 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Northwestern Mutual Wealth Management first reported a position in SMMU in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.93M in Q3 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Northwestern Mutual Wealth Management held 25,951 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.31M as of Q1 2026.
Northwestern Mutual Wealth Management sold 4,075 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $206K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1245 holding.
Northwestern Mutual Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2019 and has held it in 15 quarters since.
Northwestern Mutual Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.93M in Q3 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.