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

Premier Path Wealth 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 Q3	$2.66M	Buy	53,789 +28,084	+109%	+$1.41M	0.31%	76
2026 Q2	$1.3M	Buy	25,705 +3,583	+16%	+$181K	0.15%	138
2026 Q1	$1.12M	Buy	22,122 +1,099	+5%	+$55.7K	0.15%	143
2025 Q4	$1.06M	Sell	21,023 -2,940	-12%	-$148K	0.14%	149
2025 Q3	$1.21M	Sell	23,963 -11,850	-33%	-$597K	0.16%	145
2025 Q2	$1.8M	Sell	35,813 -3,904	-10%	-$195K	0.25%	93
2025 Q1	$1.99M	Sell	39,717 -634	-2%	-$31.7K	0.31%	76
2024 Q4	$2.01M	Sell	40,351 -2,030	-5%	-$102K	0.31%	76
2024 Q3	$2.14M	Buy	42,381 +18,591	+78%	+$933K	0.34%	71
2024 Q2	$1.19M	Buy	23,790 +13,590	+133%	+$676K	0.2%	126
2024 Q1	$867K	Buy	+10,200	New	+$510K	0.16%	150

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Premier Path Wealth Partners's SMMU Position: Q3 2026 in Review

Premier Path Wealth Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 109% in Q3 2026, buying an estimated $1.41M and bringing the position to 53,789 shares worth $2.66M. The position accounts for 0.31% of the portfolio, ranked #76.

Premier Path Wealth Partners first reported a position in SMMU in Q1 2024 and has held it in 11 quarters since. 39 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Premier Path Wealth Partners held 53,789 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.66M as of Q3 2026.
Premier Path Wealth Partners bought 28,084 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.41M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.31% of Premier Path Wealth Partners's portfolio in Q3 2026, its #76 holding.
Premier Path Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 11 quarters since.
39 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.