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

Private Wealth 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 Q3	$332K	Buy	6,716 +683	+11%	+$34.2K	0.13%	52
2026 Q2	$305K	Buy	6,033 +445	+8%	+$22.4K	0.12%	64
2026 Q1	$282K	Buy	5,588 +91	+2%	+$4.61K	0.13%	54
2025 Q4	$277K	Sell	5,497 -31	-0.6%	-$1.56K	0.13%	56
2025 Q3	$280K	Sell	5,528 -2,011	-27%	-$101K	0.14%	55
2025 Q2	$378K	Sell	7,539 -1,194	-14%	-$59.5K	0.2%	49
2025 Q1	$437K	Sell	8,733 -46	-0.5%	-$2.3K	0.26%	41
2024 Q4	$438K	Buy	+8,779	New	+$440K	0.21%	47

Other funds holding SMMU

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

JAWA

John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return

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

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Private Wealth Group's SMMU Position: Q3 2026 in Review

Private Wealth Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 11% in Q3 2026, buying an estimated $34.2K and bringing the position to 6,716 shares worth $332K. The position accounts for 0.13% of the portfolio, ranked #52.

Private Wealth Group first reported a position in SMMU in Q4 2024 and has held it in 8 quarters since. The position peaked at $438K in Q4 2024. 117 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Private Wealth Group held 6,716 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $332K as of Q3 2026.
Private Wealth Group bought 683 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $34.2K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.13% of Private Wealth Group's portfolio in Q3 2026, its #52 holding.
Private Wealth Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
Private Wealth Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $438K in Q4 2024.
117 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.