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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
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 $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

OneDigital Investment Advisors's SMMU Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 22% in Q1 2026, selling an estimated $353K and leaving 24,207 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #617.

OneDigital Investment Advisors first reported a position in SMMU in Q2 2019 and has held it in 28 quarters since. The position peaked at $32.7M in Q4 2021. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

  • OneDigital Investment Advisors held 24,207 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.22M as of Q1 2026.
  • OneDigital Investment Advisors sold 6,976 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $353K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #617 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 28 quarters since.
  • OneDigital Investment Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $32.7M in Q4 2021.
  • 195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.