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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
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

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
JAWA
John A. Wolfe & Associates Portage, Michigan $72.6M AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 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
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Rockport Wealth's SMMU Position: Q2 2026 in Review

Rockport Wealth increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 105% in Q2 2026, buying an estimated $890K and bringing the position to 34,470 shares worth $1.74M. The position accounts for 0.29% of the portfolio, ranked #40.

Rockport Wealth first reported a position in SMMU in Q2 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Rockport Wealth held 34,470 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.74M as of Q2 2026.
  • Rockport Wealth bought 17,647 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $890K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.29% of Rockport Wealth's portfolio in Q2 2026, its #40 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 5 quarters since.
  • 102 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.