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Sittner & Nelson’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Sittner & Nelson’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 		$3.04M Sell
60,118
-23,367
-28% -$1.18M 0.96% 26
2026
Q1 		$4.21M Sell
83,485
-2,956
-3% -$150K 1.54% 14
2025
Q4 		$4.39M Buy
86,441
+51,147
+145% +$2.58M 1.55% 15
2025
Q3 		$1.78M Sell
35,294
-744
-2% -$37.5K 0.65% 31
2025
Q2 		$1.81M Buy
36,038
+29,188
+426% +$1.45M 0.73% 28
2025
Q1 		$343K Buy
6,850
+2,150
+46% +$108K 0.15% 99
2024
Q4 		$234K Hold
4,700
– – 0.1% 115
2024
Q3 		$237K Buy
4,700
+700
+18% +$35.1K 0.11% 118
2024
Q2 		$199K Hold
4,000
– – 0.1% 115
2024
Q1 		$200K Sell
4,000
-2,000
-33% -$100K 0.1% 119
2023
Q4 		$300K Sell
6,000
-7,165
-54% -$354K 0.16% 88
2023
Q3 		$644K Sell
13,165
-8,352
-39% -$412K 0.37% 50
2023
Q2 		$1.07M Sell
21,517
-14,398
-40% -$714K 0.59% 35
2023
Q1 		$1.79M Buy
35,915
+2,140
+6% +$106K 1.03% 24
2022
Q4 		$1.66M Sell
33,775
-8,872
-21% -$435K 1.02% 22
2022
Q3 		$2.08M Sell
42,647
-2,493
-6% -$124K 1.4% 14
2022
Q2 		$2.24M Buy
45,140
+16,061
+55% +$795K 1.46% 13
2022
Q1 		$1.45M Sell
29,079
-961
-3% -$48.6K 0.84% 30
2021
Q4 		$1.54M Buy
30,040
+36
+0.1% +$1.84K 0.9% 28
2021
Q3 		$1.54M Buy
+30,004
New +$1.54M 0.99% 26

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
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

Sittner & Nelson's SMMU Position: Q2 2026 in Review

Sittner & Nelson reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 28% in Q2 2026, selling an estimated $1.18M and leaving 60,118 shares worth $3.04M. The position accounts for 0.96% of the portfolio, ranked #26.

Sittner & Nelson first reported a position in SMMU in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.39M in Q4 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Sittner & Nelson held 60,118 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.04M as of Q2 2026.
  • Sittner & Nelson sold 23,367 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.18M.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.96% of Sittner & Nelson's portfolio in Q2 2026, its #26 holding.
  • Sittner & Nelson first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2021 and has held it in 20 quarters since.
  • Sittner & Nelson's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $4.39M in Q4 2025.
  • 201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.