&Partners’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

&Partners’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	$351K	Buy	6,965 +35	+0.5%	+$1.77K	﹤0.01%	1888
2025 Q4	$349K	Buy	6,930 +48	+0.7%	+$2.42K	﹤0.01%	1824
2025 Q3	$348K	Hold	6,882	–	–	﹤0.01%	1667
2025 Q2	$345K	Hold	6,882	–	–	﹤0.01%	1553
2025 Q1	$343K	Hold	6,882	–	–	﹤0.01%	1337
2024 Q4	$343K	Buy	6,882 +485	+8%	+$24.3K	﹤0.01%	1262
2024 Q3	$323K	Buy	+6,397	New	+$321K	0.01%	1067

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

&Partners's SMMU Position: Q1 2026 in Review

&Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.51% in Q1 2026, buying an estimated $1.77K and bringing the position to 6,965 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

&Partners first reported a position in SMMU in Q3 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

&Partners held 6,965 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $351K as of Q1 2026.
&Partners bought 35 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.77K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1888 holding.
&Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 7 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.