Rossby Financial
SMMU icon

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

Rossby 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
Q3 		$219K Hold
4,440
– – 0.03% 468
2026
Q2 		$224K Hold
4,440
– – 0.04% 366
2026
Q1 		$224K Buy
+4,440
New +$225K 0.05% 355

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TD Capital Management
TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
Kelman-Lazarov Inc
Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Websterrogers Financial Advisors
Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Rossby Financial's SMMU Position: Q3 2026 in Review

Rossby Financial held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q3 2026 at 4,440 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #468.

Rossby Financial first reported a position in SMMU in Q1 2026 and has held it in 3 quarters since. The position peaked at $224K in Q2 2026. 134 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Rossby Financial held 4,440 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $219K as of Q3 2026.
  • Rossby Financial left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Rossby Financial's portfolio in Q3 2026, its #468 holding.
  • Rossby Financial first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2026 and has held it in 3 quarters since.
  • Rossby Financial's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $224K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.