Onyx Bridge Wealth Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Onyx Bridge Wealth Group’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	$554K	Buy	10,962 +78	+0.7%	+$3.93K	0.05%	229
2026 Q1	$549K	Buy	10,884 +75	+0.7%	+$3.8K	0.06%	205
2025 Q4	$545K	Buy	10,809 +79	+0.7%	+$3.99K	0.06%	210
2025 Q3	$543K	Buy	10,730 +74	+0.7%	+$3.73K	0.06%	206
2025 Q2	$535K	Buy	10,656 +73	+0.7%	+$3.64K	0.07%	161
2025 Q1	$529K	Buy	10,583 +73	+0.7%	+$3.65K	0.08%	153
2024 Q4	$524K	Buy	+10,510	New	+$526K	0.08%	152

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Onyx Bridge Wealth Group's SMMU Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.72% in Q2 2026, buying an estimated $3.93K and bringing the position to 10,962 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #229.

Onyx Bridge Wealth Group first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Onyx Bridge Wealth Group held 10,962 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $554K as of Q2 2026.
Onyx Bridge Wealth Group bought 78 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.93K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #229 holding.
Onyx Bridge Wealth Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.