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 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 $1.66T 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

Premier Path Wealth Partners's SMMU Position: Q1 2026 in Review

Premier Path Wealth Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 5.2% in Q1 2026, buying an estimated $55.7K and bringing the position to 22,122 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #143.

Premier Path Wealth Partners first reported a position in SMMU in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.14M in Q3 2024. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Premier Path Wealth Partners held 22,122 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.12M as of Q1 2026.
Premier Path Wealth Partners bought 1,099 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $55.7K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.15% of Premier Path Wealth Partners's portfolio in Q1 2026, its #143 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 9 quarters since.
Premier Path Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.14M in Q3 2024.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.