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

Stifel Financial’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	$11.8M	Buy	233,000 +56,138	+32%	+$2.83M	0.01%	927
2026 Q1	$8.92M	Buy	176,862 +26,842	+18%	+$1.36M	0.01%	1019
2025 Q4	$7.57M	Buy	150,020 +14,441	+11%	+$729K	0.01%	1108
2025 Q3	$6.86M	Buy	135,579 +19,586	+17%	+$987K	0.01%	1132
2025 Q2	$5.82M	Sell	115,993 -7,115	-6%	-$355K	0.01%	1175
2025 Q1	$6.16M	Buy	123,108 +16,439	+15%	+$822K	0.01%	1070
2024 Q4	$5.32M	Buy	106,669 +414	+0.4%	+$20.7K	0.01%	1173
2024 Q3	$5.37M	Buy	106,255 +3,369	+3%	+$169K	0.01%	1166
2024 Q2	$5.13M	Buy	102,886 +5,643	+6%	+$281K	0.01%	1110
2024 Q1	$4.85M	Buy	97,243 +2,522	+3%	+$126K	0.01%	1162
2023 Q4	$4.74M	Buy	94,721 +5,820	+7%	+$287K	0.01%	1127
2023 Q3	$4.35M	Sell	88,901 -2,920	-3%	-$144K	0.01%	1109
2023 Q2	$4.55M	Sell	91,821 -1,240	-1%	-$61.5K	0.01%	1094
2023 Q1	$4.63M	Buy	93,061 +1,501	+2%	+$74.5K	0.01%	1064
2022 Q4	$4.51M	Buy	91,560 +4,518	+5%	+$222K	0.01%	1042
2022 Q3	$4.25M	Sell	87,042 -2,846	-3%	-$141K	0.01%	1023
2022 Q2	$4.46M	Buy	89,888 +85,503	+1,950%	+$4.23M	0.01%	1027
2022 Q1	$219K	Hold	4,385	–	–	﹤0.01%	3068
2021 Q4	$225K	Hold	4,385	–	–	﹤0.01%	3087
2021 Q3	$225K	Hold	4,385	–	–	﹤0.01%	3073
2021 Q2	$226K	Hold	4,385	–	–	﹤0.01%	3070
2021 Q1	$225K	Sell	4,385 -1,072	-20%	-$55.1K	﹤0.01%	2955
2020 Q4	$281K	Buy	5,457 +824	+18%	+$42.3K	﹤0.01%	2631
2020 Q3	$237K	Hold	4,633	–	–	﹤0.01%	2530
2020 Q2	$236K	Sell	4,633 -6,675	-59%	-$338K	﹤0.01%	2504
2020 Q1	$571K	Sell	11,308 -4,129	-27%	-$209K	﹤0.01%	1776
2019 Q4	$779K	Buy	15,437 +10,804	+233%	+$547K	﹤0.01%	1998
2019 Q3	$235K	Hold	4,633	–	–	﹤0.01%	2569
2019 Q2	$234K	Sell	4,633 -108	-2%	-$5.43K	﹤0.01%	2635
2019 Q1	$237K	Buy	+4,741	New	+$237K	﹤0.01%	2510

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

Stifel Financial's SMMU Position: Q2 2026 in Review

Stifel Financial increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 32% in Q2 2026, buying an estimated $2.83M and bringing the position to 233,000 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #927.

Stifel Financial first reported a position in SMMU in Q1 2019 and has held it in 30 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Stifel Financial held 233,000 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $11.8M as of Q2 2026.
Stifel Financial bought 56,138 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.83M.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #927 holding.
Stifel Financial first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2019 and has held it in 30 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.