Signet Financial Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Signet Financial Management’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	$1.34M	Sell	26,583 -3,241	-11%	-$164K	0.15%	144
2025 Q4	$1.5M	Sell	29,824 -4,296	-13%	-$217K	0.17%	135
2025 Q3	$1.73M	Sell	34,120 -55,937	-62%	-$2.82M	0.2%	132
2025 Q2	$4.52M	Sell	90,057 -1,516	-2%	-$75.6K	0.57%	54
2025 Q1	$4.58M	Sell	91,573 -103	-0.1%	-$5.15K	0.62%	46
2024 Q4	$4.57M	Sell	91,676 -757	-0.8%	-$37.9K	0.58%	52
2024 Q3	$4.67M	Buy	92,433 +3,149	+4%	+$158K	0.6%	48
2024 Q2	$4.45M	Buy	89,284 +2,477	+3%	+$123K	0.6%	46
2024 Q1	$4.33M	Buy	86,807 +2,390	+3%	+$120K	0.6%	44
2023 Q4	$4.22M	Sell	84,417 -1,181	-1%	-$58.3K	0.63%	44
2023 Q3	$4.19M	Buy	85,598 +1,907	+2%	+$94.2K	0.69%	38
2023 Q2	$4.15M	Buy	83,691 +1,533	+2%	+$76K	0.66%	47
2023 Q1	$4.09M	Buy	82,158 +23,417	+40%	+$1.16M	0.69%	38
2022 Q4	$2.9M	Buy	58,741 +2,383	+4%	+$117K	0.52%	60
2022 Q3	$2.75M	Buy	56,358 +15,512	+38%	+$769K	0.54%	52
2022 Q2	$2.03M	Buy	+40,846	New	+$2.02M	0.39%	72

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

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 $320M AUM 21.88% 1-Year Est. Return

Signet Financial Management's SMMU Position: Q1 2026 in Review

Signet Financial Management reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 11% in Q1 2026, selling an estimated $164K and leaving 26,583 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #144.

Signet Financial Management first reported a position in SMMU in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.67M in Q3 2024. 196 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Signet Financial Management held 26,583 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.34M as of Q1 2026.
Signet Financial Management sold 3,241 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $164K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.15% of Signet Financial Management's portfolio in Q1 2026, its #144 holding.
Signet Financial Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 16 quarters since.
Signet Financial Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $4.67M in Q3 2024.
196 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.