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

Skyline 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	$911K	Sell	18,030 -95	-0.5%	-$4.79K	0.29%	48
2026 Q1	$914K	Sell	18,125 -3,965	-18%	-$201K	0.32%	48
2025 Q4	$1.11M	Sell	22,090 -1,305	-6%	-$65.9K	0.37%	32
2025 Q3	$1.18M	Sell	23,395 -1,981	-8%	-$99.8K	0.41%	29
2025 Q2	$1.27M	Sell	25,376 -298	-1%	-$14.9K	0.47%	29
2025 Q1	$1.28M	Buy	25,674 +6	+0%	+$300	0.51%	27
2024 Q4	$1.28M	Sell	25,668 -12,760	-33%	-$639K	0.5%	28
2024 Q3	$1.94M	Sell	38,428 -27	-0.1%	-$1.35K	0.8%	21
2024 Q2	$1.92M	Buy	38,455 +194	+0.5%	+$9.65K	0.83%	21
2024 Q1	$1.91M	Buy	38,261 +3,783	+11%	+$189K	0.85%	20
2023 Q4	$1.72M	Buy	+34,478	New	+$1.7M	0.82%	22

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

Skyline Advisors's SMMU Position: Q2 2026 in Review

Skyline Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.52% in Q2 2026, selling an estimated $4.79K and leaving 18,030 shares worth $911K. The position accounts for 0.29% of the portfolio, ranked #48.

Skyline Advisors first reported a position in SMMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2024. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Skyline Advisors held 18,030 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $911K as of Q2 2026.
Skyline Advisors sold 95 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.79K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.29% of Skyline Advisors's portfolio in Q2 2026, its #48 holding.
Skyline Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Skyline Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.94M in Q3 2024.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.