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

Quotient 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	$7.04M	Buy	139,502 +5,754	+4%	+$290K	0.17%	40
2026 Q1	$6.75M	Sell	133,748 -3,972	-3%	-$201K	0.18%	39
2025 Q4	$6.95M	Sell	137,720 -5,725	-4%	-$289K	0.18%	39
2025 Q3	$7.25M	Sell	143,445 -2,513	-2%	-$127K	0.2%	35
2025 Q2	$7.32M	Buy	145,958 +15,052	+11%	+$750K	0.22%	34
2025 Q1	$6.55M	Buy	130,906 +95,273	+267%	+$4.76M	0.21%	35
2024 Q4	$1.78M	Buy	35,633 +12,808	+56%	+$641K	0.06%	70
2024 Q3	$1.15M	Sell	22,825 -1,062	-4%	-$53.3K	0.04%	97
2024 Q2	$1.19M	Buy	+23,887	New	+$1.19M	0.04%	91

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

Quotient Wealth Partners's SMMU Position: Q2 2026 in Review

Quotient Wealth Partners increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 4.3% in Q2 2026, buying an estimated $290K and bringing the position to 139,502 shares worth $7.04M. The position accounts for 0.17% of the portfolio, ranked #40.

Quotient Wealth Partners first reported a position in SMMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.32M in Q2 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Quotient Wealth Partners held 139,502 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $7.04M as of Q2 2026.
Quotient Wealth Partners bought 5,754 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $290K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.17% of Quotient Wealth Partners's portfolio in Q2 2026, its #40 holding.
Quotient Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Quotient Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $7.32M in Q2 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.