SageView Advisory Group’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

SageView Advisory Group’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	$505K	Buy	9,994 +71	+0.7%	+$3.58K	0.02%	361
2026 Q1	$501K	Buy	9,923 +69	+0.7%	+$3.5K	0.02%	355
2025 Q4	$497K	Buy	9,854 +71	+0.7%	+$3.58K	0.02%	365
2025 Q3	$495K	Sell	9,783 -464	-5%	-$23.4K	0.02%	383
2025 Q2	$515K	Sell	10,247 -877	-8%	-$43.7K	0.02%	363
2025 Q1	$556K	Sell	11,124 -77	-0.7%	-$3.85K	0.02%	326
2024 Q4	$558K	Sell	11,201 -1,343	-11%	-$67.3K	0.02%	324
2024 Q3	$633K	Buy	+12,544	New	+$629K	0.03%	258
2024 Q2	–	Hold	0	–	–	–	295
2023 Q4	–	Sell	-14,556	Closed	-$719K	–	329
2023 Q3	$713K	Buy	14,556 +836	+6%	+$41.3K	0.04%	265
2023 Q2	$680K	Buy	13,720 +6,231	+83%	+$309K	0.04%	292
2023 Q1	$373K	Sell	7,489 -309	-4%	-$15.3K	0.02%	352
2022 Q4	$384K	Buy	+7,798	New	+$383K	0.03%	281

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

SageView Advisory Group's SMMU Position: Q2 2026 in Review

SageView Advisory Group increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.72% in Q2 2026, buying an estimated $3.58K and bringing the position to 9,994 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #361.

SageView Advisory Group first reported a position in SMMU in Q4 2022 and has held it in 12 quarters since. The position peaked at $713K in Q3 2023. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

SageView Advisory Group held 9,994 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $505K as of Q2 2026.
SageView Advisory Group bought 71 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.58K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #361 holding.
SageView Advisory Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $713K in Q3 2023.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.