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

Sierra Ocean’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	$713K	Sell	14,136 -71	-0.5%	-$3.6K	0.59%	23
2025 Q4	$716K	Buy	14,207 +5,152	+57%	+$260K	0.59%	22
2025 Q3	$458K	Sell	9,055 -3,374	-27%	-$170K	0.38%	31
2025 Q2	$624K	Buy	12,429 +628	+5%	+$31.3K	0.45%	24
2025 Q1	$590K	Buy	11,801 +1,293	+12%	+$64.7K	0.47%	22
2024 Q4	$524K	Buy	+10,508	New	+$526K	0.43%	25

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $281M AUM 18.28% 1-Year Est. Return

Sierra Ocean's SMMU Position: Q1 2026 in Review

Sierra Ocean reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.5% in Q1 2026, selling an estimated $3.6K and leaving 14,136 shares worth $713K. The position accounts for 0.59% of the portfolio, ranked #23.

Sierra Ocean first reported a position in SMMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $716K in Q4 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Sierra Ocean held 14,136 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $713K as of Q1 2026.
Sierra Ocean sold 71 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $3.6K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.59% of Sierra Ocean's portfolio in Q1 2026, its #23 holding.
Sierra Ocean first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Sierra Ocean's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $716K in Q4 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Sierra Ocean's 13F filing for Q1 2026, filed 27 Apr 2026.