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

Sollinda Capital 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
2025 Q3	–	Sell	-4,060	Closed	-$204K	–	89
2025 Q2	$204K	Hold	4,060	–	–	0.05%	89
2025 Q1	$203K	Hold	4,060	–	–	0.06%	63
2024 Q4	$202K	Hold	4,060	–	–	0.06%	67
2024 Q3	$205K	Hold	4,060	–	–	0.06%	62
2024 Q2	$202K	Buy	+4,060	New	+$202K	0.06%	59

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Sollinda Capital Management's SMMU Position: Q3 2025 in Review

Sollinda Capital Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2025, closing a stake of 4,060 shares — an estimated $204K sold.

Sollinda Capital Management first reported a position in SMMU in Q2 2024 and held it in 5 quarters. The position peaked at $205K in Q3 2024. 177 funds tracked by Wall St. Rank hold SMMU as of Q3 2025.

Sollinda Capital Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Sollinda Capital Management sold 4,060 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2025, an estimated $204K.
Sollinda Capital Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and held it in 5 quarters.
Sollinda Capital Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $205K in Q3 2024.
177 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Sollinda Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.