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

OneDigital Investment 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 		$1.48M Buy
29,336
+5,129
+21% +$259K 0.01% 602
2026
Q1 		$1.22M Sell
24,207
-6,976
-22% -$353K 0.01% 617
2025
Q4 		$1.57M Sell
31,183
-1,406
-4% -$71K 0.02% 533
2025
Q3 		$1.65M Sell
32,589
-11,846
-27% -$597K 0.02% 498
2025
Q2 		$2.23M Sell
44,435
-9,668
-18% -$482K 0.02% 406
2025
Q1 		$2.71M Sell
54,103
-6,761
-11% -$338K 0.03% 336
2024
Q4 		$3.03M Sell
60,864
-17,779
-23% -$890K 0.04% 330
2024
Q3 		$3.97M Sell
78,643
-13,532
-15% -$679K 0.05% 286
2024
Q2 		$4.6M Sell
92,175
-14,430
-14% -$718K 0.06% 249
2024
Q1 		$5.32M Sell
106,605
-7,474
-7% -$374K 0.08% 190
2023
Q4 		$5.71M Sell
114,079
-105,762
-48% -$5.22M 0.1% 169
2023
Q3 		$10.8M Sell
219,841
-28,736
-12% -$1.42M 0.23% 90
2023
Q2 		$12.3M Sell
248,577
-43,446
-15% -$2.15M 0.27% 78
2023
Q1 		$14.5M Sell
292,023
-14,899
-5% -$739K 0.34% 62
2022
Q4 		$15.1M Sell
306,922
-127,322
-29% -$6.25M 0.44% 48
2022
Q3 		$21.2M Sell
434,244
-46,495
-10% -$2.31M 0.79% 23
2022
Q2 		$23.9M Sell
480,739
-136,908
-22% -$6.78M 1.02% 19
2022
Q1 		$30.9M Sell
617,647
-20,552
-3% -$1.04M 1.17% 17
2021
Q4 		$32.7M Buy
638,199
+24,690
+4% +$1.27M 1.16% 17
2021
Q3 		$31.5M Buy
613,509
+3,479
+0.6% +$179K 1.25% 16
2021
Q2 		$31.4M Buy
610,030
+66,752
+12% +$3.43M 1.29% 16
2021
Q1 		$27.9M Buy
543,278
+73,097
+16% +$3.76M 1.3% 17
2020
Q4 		$24.2M Buy
470,181
+44,363
+10% +$2.27M 1.26% 16
2020
Q3 		$21.8M Buy
425,818
+96,416
+29% +$4.94M 1.51% 13
2020
Q2 		$16.8M Buy
329,402
+59,821
+22% +$3.03M 1.21% 16
2020
Q1 		$13.6M Buy
269,581
+96,153
+55% +$4.86M 1.21% 13
2019
Q4 		$8.78M Buy
173,428
+58,281
+51% +$2.95M 0.69% 26
2019
Q3 		$5.83M Sell
115,147
-44,782
-28% -$2.27M 0.52% 41
2019
Q2 		$8.09M Buy
+159,929
New +$8.05M 0.63% 29

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

OneDigital Investment Advisors's SMMU Position: Q2 2026 in Review

OneDigital Investment Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 21% in Q2 2026, buying an estimated $259K and bringing the position to 29,336 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #602.

OneDigital Investment Advisors first reported a position in SMMU in Q2 2019 and has held it in 29 quarters since. The position peaked at $32.7M in Q4 2021. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • OneDigital Investment Advisors held 29,336 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.48M as of Q2 2026.
  • OneDigital Investment Advisors bought 5,129 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $259K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #602 holding.
  • OneDigital Investment Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2019 and has held it in 29 quarters since.
  • OneDigital Investment Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $32.7M in Q4 2021.
  • 201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.