Raymond James Financial’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Raymond James Financial’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	$16M	Buy	318,044 +18,424	+6%	+$933K	﹤0.01%	1626
2025 Q4	$15.1M	Buy	299,620 +11,489	+4%	+$580K	﹤0.01%	1642
2025 Q3	$14.6M	Buy	288,131 +95,504	+50%	+$4.81M	﹤0.01%	1641
2025 Q2	$9.66M	Buy	192,627 +21,907	+13%	+$1.09M	﹤0.01%	1898
2025 Q1	$8.54M	Sell	170,720 -16,843	-9%	-$842K	﹤0.01%	1938
2024 Q4	$9.35M	Buy	+187,563	New	+$9.39M	﹤0.01%	1909

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

Raymond James Financial's SMMU Position: Q1 2026 in Review

Raymond James Financial increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 6.1% in Q1 2026, buying an estimated $933K and bringing the position to 318,044 shares worth $16M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Raymond James Financial first reported a position in SMMU in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Raymond James Financial held 318,044 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $16M as of Q1 2026.
Raymond James Financial bought 18,424 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $933K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1626 holding.
Raymond James Financial 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.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.