Smith Partners Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Smith Partners Wealth 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 Q2	$1.65M	Buy	32,712 +11,937	+57%	+$602K	1.31%	20
2026 Q1	$1.05M	Buy	20,775 +11,686	+129%	+$592K	0.94%	27
2025 Q4	$458K	Buy	+9,089	New	+$459K	0.42%	40

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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

Smith Partners Wealth Management's SMMU Position: Q2 2026 in Review

Smith Partners Wealth Management increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 57% in Q2 2026, buying an estimated $602K and bringing the position to 32,712 shares worth $1.65M. The position accounts for 1.31% of the portfolio, ranked #20.

Smith Partners Wealth Management first reported a position in SMMU in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Smith Partners Wealth Management held 32,712 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.65M as of Q2 2026.
Smith Partners Wealth Management bought 11,937 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $602K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 1.31% of Smith Partners Wealth Management's portfolio in Q2 2026, its #20 holding.
Smith Partners Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.