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

Oak Wealth 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	$899K	Buy	17,811 +16	+0.1%	+$807	0.43%	32
2026 Q1	$898K	Buy	17,795 +2,173	+14%	+$110K	0.49%	31
2025 Q4	$788K	Sell	15,622 -505	-3%	-$25.5K	0.45%	31
2025 Q3	$816K	Sell	16,127 -496	-3%	-$25K	0.47%	30
2025 Q2	$834K	Hold	16,623	–	–	0.53%	28
2025 Q1	$831K	Buy	16,623 +2,595	+18%	+$130K	0.62%	22
2024 Q4	$699K	Buy	+14,028	New	+$703K	0.54%	26

Other funds holding SMMU

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Oak Wealth Advisors's SMMU Position: Q2 2026 in Review

Oak Wealth Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.09% in Q2 2026, buying an estimated $807 and bringing the position to 17,811 shares worth $899K. The position accounts for 0.43% of the portfolio, ranked #32.

Oak Wealth Advisors first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Oak Wealth Advisors held 17,811 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $899K as of Q2 2026.
Oak Wealth Advisors bought 16 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $807.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.43% of Oak Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Oak Wealth Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 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 Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.