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 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 $1.66T 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

Oak Wealth Advisors's SMMU Position: Q1 2026 in Review

Oak Wealth Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 14% in Q1 2026, buying an estimated $110K and bringing the position to 17,795 shares worth $898K. The position accounts for 0.49% of the portfolio, ranked #31.

Oak Wealth Advisors first reported a position in SMMU in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Oak Wealth Advisors held 17,795 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $898K as of Q1 2026.
Oak Wealth Advisors bought 2,173 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $110K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.49% of Oak Wealth Advisors's portfolio in Q1 2026, its #31 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 6 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Oak Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.