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

Sagespring Wealth Partners’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	$10.5M	Sell	207,752 -58,796	-22%	-$2.97M	0.16%	76
2026 Q1	$13.4M	Sell	266,548 -206,349	-44%	-$10.5M	0.25%	54
2025 Q4	$23.8M	Sell	472,897 -85,532	-15%	-$4.32M	0.43%	42
2025 Q3	$28.2M	Sell	558,429 -13,265	-2%	-$668K	0.55%	35
2025 Q2	$28.7M	Buy	571,694 +333,708	+140%	+$16.6M	0.62%	32
2025 Q1	$11.9M	Buy	237,986 +169,733	+249%	+$8.49M	0.3%	51
2024 Q4	$3.4M	Buy	+68,253	New	+$3.42M	0.09%	102

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 $1.32B AUM 23.07% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Sagespring Wealth Partners's SMMU Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 22% in Q2 2026, selling an estimated $2.97M and leaving 207,752 shares worth $10.5M. The position accounts for 0.16% of the portfolio, ranked #76.

Sagespring Wealth Partners first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.7M in Q2 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Sagespring Wealth Partners held 207,752 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $10.5M as of Q2 2026.
Sagespring Wealth Partners sold 58,796 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.97M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.16% of Sagespring Wealth Partners's portfolio in Q2 2026, its #76 holding.
Sagespring Wealth Partners first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $28.7M in Q2 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.