Private Advisor Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Private Advisor Group’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	$3.33M	Buy	66,002 +60,367	+1,071%	+$3.04M	0.02%	801
2026 Q1	$284K	Sell	5,635 -2,394	-30%	-$121K	﹤0.01%	2219
2025 Q4	$405K	Buy	+8,029	New	+$405K	﹤0.01%	1962
2025 Q3	–	Sell	-5,948	Closed	-$298K	–	2683
2025 Q2	$298K	Buy	5,948 +745	+14%	+$37.1K	﹤0.01%	1983
2025 Q1	$260K	Sell	5,203 -358	-6%	-$17.9K	﹤0.01%	1947
2024 Q4	$277K	Buy	+5,561	New	+$279K	﹤0.01%	1907

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

Private Advisor Group's SMMU Position: Q2 2026 in Review

Private Advisor Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1,071% in Q2 2026, buying an estimated $3.04M and bringing the position to 66,002 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #801.

Private Advisor Group first reported a position in SMMU in Q4 2024 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Private Advisor Group held 66,002 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.33M as of Q2 2026.
Private Advisor Group bought 60,367 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.04M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #801 holding.
Private Advisor Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.