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

Rockport Wealth’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	$1.96M	Buy	39,716 +5,246	+15%	+$263K	0.34%	37
2026 Q2	$1.74M	Buy	34,470 +17,647	+105%	+$890K	0.29%	40
2026 Q1	$849K	Sell	16,823 -2,568	-13%	-$130K	0.15%	50
2025 Q4	$978K	Buy	19,391 +14,391	+288%	+$727K	0.19%	48
2025 Q3	$253K	Hold	5,000	–	–	0.05%	78
2025 Q2	$251K	Buy	+5,000	New	+$249K	0.06%	70

Other funds holding SMMU

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rockport Wealth's SMMU Position: Q3 2026 in Review

Rockport Wealth increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 15% in Q3 2026, buying an estimated $263K and bringing the position to 39,716 shares worth $1.96M. The position accounts for 0.34% of the portfolio, ranked #37.

Rockport Wealth first reported a position in SMMU in Q2 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Rockport Wealth held 39,716 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.96M as of Q3 2026.
Rockport Wealth bought 5,246 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $263K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.34% of Rockport Wealth's portfolio in Q3 2026, its #37 holding.
Rockport Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
155 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Rockport Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.