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 Q3	$881K	Buy	17,826 +15	+0.1%	+$752	0.4%	36
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Oak Wealth Advisors's SMMU Position: Q3 2026 in Review

Oak Wealth Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.08% in Q3 2026, buying an estimated $752 and bringing the position to 17,826 shares worth $881K. The position accounts for 0.4% of the portfolio, ranked #36.

Oak Wealth Advisors first reported a position in SMMU in Q4 2024 and has held it in 8 quarters since. The position peaked at $899K in Q2 2026. 134 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Oak Wealth Advisors held 17,826 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $881K as of Q3 2026.
Oak Wealth Advisors bought 15 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $752.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.4% of Oak Wealth Advisors's portfolio in Q3 2026, its #36 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 8 quarters since.
Oak Wealth Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $899K in Q2 2026.
134 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.