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 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

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

Premier Path Wealth Partners's SMMU Position: Q2 2026 in Review

Premier Path Wealth Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 16% in Q2 2026, buying an estimated $181K and bringing the position to 25,705 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #138.

Premier Path Wealth Partners first reported a position in SMMU in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.14M in Q3 2024. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Premier Path Wealth Partners held 25,705 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.3M as of Q2 2026.
Premier Path Wealth Partners bought 3,583 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $181K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.15% of Premier Path Wealth Partners's portfolio in Q2 2026, its #138 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 10 quarters since.
Premier Path Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.14M in Q3 2024.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.