Objective Capital Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Objective Capital 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	$265K	Buy	5,246 +23	+0.4%	+$1.17K	0.27%	77
2025 Q4	$263K	Buy	+5,223	New	+$264K	0.27%	72
2025 Q2	–	Sell	-4,107	Closed	-$205K	–	89
2025 Q1	$205K	Buy	4,107 +19	+0.5%	+$950	0.26%	76
2024 Q4	$204K	Buy	4,088 +32	+0.8%	+$1.6K	0.14%	136
2024 Q3	$205K	Buy	+4,056	New	+$204K	0.12%	142

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

Objective Capital Management's SMMU Position: Q1 2026 in Review

Objective Capital Management increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.44% in Q1 2026, buying an estimated $1.17K and bringing the position to 5,246 shares worth $265K. The position accounts for 0.27% of the portfolio, ranked #77.

Objective Capital Management first reported a position in SMMU in Q3 2024 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Objective Capital Management held 5,246 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $265K as of Q1 2026.
Objective Capital Management bought 23 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.17K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.27% of Objective Capital Management's portfolio in Q1 2026, its #77 holding.
Objective Capital Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 5 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 Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.