Steward Partners Investment Advisory’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Steward Partners Investment Advisory’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	$460K	Buy	9,107 +3,907	+75%	+$197K	﹤0.01%	1738
2026 Q1	$262K	Buy	5,200 +2,600	+100%	+$132K	﹤0.01%	1876
2025 Q4	$131K	Sell	2,600 -700	-21%	-$35.3K	﹤0.01%	2139
2025 Q3	$167K	Sell	3,300 -300	-8%	-$15.1K	﹤0.01%	1960
2025 Q2	$181K	Hold	3,600	–	–	﹤0.01%	1806
2025 Q1	$180K	Buy	+3,600	New	+$180K	﹤0.01%	1699
2024 Q3	–	Sell	-800	Closed	-$39.9K	–	3841
2024 Q2	$39.9K	Sell	800 -1,920	-71%	-$95.6K	﹤0.01%	2211
2024 Q1	$136K	Buy	2,720 +1,020	+60%	+$51K	﹤0.01%	1606
2023 Q4	$85K	Hold	1,700	–	–	﹤0.01%	1758
2023 Q3	$83.2K	Buy	+1,700	New	+$83.9K	﹤0.01%	1665

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 $67.3B AUM 21.9% 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

Steward Partners Investment Advisory's SMMU Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 75% in Q2 2026, buying an estimated $197K and bringing the position to 9,107 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Steward Partners Investment Advisory first reported a position in SMMU in Q3 2023 and has held it in 10 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Steward Partners Investment Advisory held 9,107 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $460K as of Q2 2026.
Steward Partners Investment Advisory bought 3,907 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $197K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1738 holding.
Steward Partners Investment Advisory first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2023 and has held it in 10 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.