Sage Rhino Capital’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Sage Rhino Capital’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	–	Sell	-14,193	Closed	-$716K	–	360
2025 Q4	$716K	Buy	14,193 +266	+2%	+$13.4K	0.14%	120
2025 Q3	$704K	Buy	13,927 +348	+3%	+$17.5K	0.14%	118
2025 Q2	$681K	Sell	13,579 -3,188	-19%	-$159K	0.14%	110
2025 Q1	$839K	Buy	16,767 +493	+3%	+$24.7K	0.19%	96
2024 Q4	$811K	Sell	16,274 -5,653	-26%	-$283K	0.18%	98
2024 Q3	$1.11M	Sell	21,927 -4,381	-17%	-$220K	0.25%	82
2024 Q2	$1.31M	Buy	26,308 +375	+1%	+$18.7K	0.31%	69
2024 Q1	$1.29M	Buy	25,933 +1,345	+5%	+$67.3K	0.31%	67
2023 Q4	$1.23M	Sell	24,588 -1,056	-4%	-$52.1K	0.32%	63
2023 Q3	$1.26M	Sell	25,644 -425	-2%	-$21K	0.35%	60
2023 Q2	$1.29M	Buy	26,069 +6	+0%	+$297	0.36%	60
2023 Q1	$1.3M	Buy	26,063 +2,525	+11%	+$125K	0.38%	55
2022 Q4	$1.16M	Buy	+23,538	New	+$1.15M	0.37%	58

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 $1.36B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Sage Rhino Capital's SMMU Position: Q1 2026 in Review

Sage Rhino Capital sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q1 2026, closing a stake of 14,193 shares — an estimated $716K sold.

Sage Rhino Capital first reported a position in SMMU in Q4 2022 and held it in 13 quarters. The position peaked at $1.31M in Q2 2024. 196 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Sage Rhino Capital reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Sage Rhino Capital sold 14,193 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $716K.
Sage Rhino Capital first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 13 quarters.
Sage Rhino Capital's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.31M in Q2 2024.
196 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.