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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
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

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

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

Private Wealth Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 8% in Q2 2026, buying an estimated $22.4K and bringing the position to 6,033 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #64.

Private Wealth Group first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $438K in Q4 2024. 88 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Private Wealth Group held 6,033 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $305K as of Q2 2026.
  • Private Wealth Group bought 445 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $22.4K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.12% of Private Wealth Group's portfolio in Q2 2026, its #64 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 7 quarters since.
  • Private Wealth Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $438K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.