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

Sanctuary Advisors’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	$1.25M	Buy	24,767 +2,234	+10%	+$113K	0.01%	1319
2026 Q1	$1.14M	Hold	22,533	–	–	0.01%	1262
2025 Q4	$1.14M	Hold	22,533	–	–	0.01%	1252
2025 Q3	$1.14M	Sell	22,533 -4,527	-17%	-$228K	0.01%	1217
2025 Q2	$1.36M	Buy	27,060 +4,527	+20%	+$226K	0.01%	1042
2025 Q1	$1.13M	Hold	22,533	–	–	0.01%	1075
2024 Q4	$1.13M	Hold	22,533	–	–	0.01%	1187
2024 Q3	$1.13M	Hold	22,533	–	–	0.01%	1192
2024 Q2	$1.12M	Buy	+22,533	New	+$1.12M	0.01%	1137

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

Sanctuary Advisors's SMMU Position: Q2 2026 in Review

Sanctuary Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 9.9% in Q2 2026, buying an estimated $113K and bringing the position to 24,767 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1319.

Sanctuary Advisors first reported a position in SMMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q2 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Sanctuary Advisors held 24,767 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.25M as of Q2 2026.
Sanctuary Advisors bought 2,234 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $113K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1319 holding.
Sanctuary Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.36M 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 Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.