&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 Q2	$347K	Sell	6,879 -86	-1%	-$4.34K	﹤0.01%	2046
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 $1.89T 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

&Partners's SMMU Position: Q2 2026 in Review

&Partners reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.2% in Q2 2026, selling an estimated $4.34K and leaving 6,879 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

&Partners first reported a position in SMMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $351K in Q1 2026. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

&Partners held 6,879 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $347K as of Q2 2026.
&Partners sold 86 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.34K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2046 holding.
&Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
&Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $351K in Q1 2026.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.