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

Stokes Capital 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	$2.52M	Buy	50,000 +10,000	+25%	+$504K	0.54%	55
2026 Q1	$2.02M	Buy	+40,000	New	+$2.03M	0.45%	53
2023 Q4	–	Sell	-8,862	Closed	-$434K	–	76
2023 Q3	$434K	Hold	8,862	–	–	0.15%	68
2023 Q2	$439K	Hold	8,862	–	–	0.15%	67
2023 Q1	$441K	Hold	8,862	–	–	0.15%	70
2022 Q4	$437K	Buy	+8,862	New	+$435K	0.15%	72
2020 Q2	–	Sell	-43,175	Closed	-$2.18M	–	74
2020 Q1	$2.18M	Sell	43,175 -53,105	-55%	-$2.69M	1.31%	37
2019 Q4	$4.87M	Buy	96,280 +2,905	+3%	+$147K	2.46%	7
2019 Q3	$4.73M	Sell	93,375 -5,250	-5%	-$266K	2.56%	7
2019 Q2	$4.99M	Buy	98,625 +3,000	+3%	+$151K	2.83%	5
2019 Q1	$4.82M	Buy	95,625 +5,800	+6%	+$290K	2.9%	4
2018 Q4	$4.48M	Buy	89,825 +3,100	+4%	+$154K	3.1%	2
2018 Q3	$4.31M	Sell	86,725 -1,475	-2%	-$73.6K	2.64%	6
2018 Q2	$4.41M	Sell	88,200 -455	-0.5%	-$22.6K	2.88%	4
2018 Q1	$4.41M	Buy	88,655 +11,125	+14%	+$555K	2.89%	3
2017 Q4	$3.87M	Buy	+77,530	New	+$3.89M	2.61%	5

Other funds holding SMMU

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

MWC

MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Stokes Capital Advisors's SMMU Position: Q2 2026 in Review

Stokes Capital Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 25% in Q2 2026, buying an estimated $504K and bringing the position to 50,000 shares worth $2.52M. The position accounts for 0.54% of the portfolio, ranked #55.

Stokes Capital Advisors first reported a position in SMMU in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.99M in Q2 2019. 66 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Stokes Capital Advisors held 50,000 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.52M as of Q2 2026.
Stokes Capital Advisors bought 10,000 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $504K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.54% of Stokes Capital Advisors's portfolio in Q2 2026, its #55 holding.
Stokes Capital Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2017 and has held it in 16 quarters since.
Stokes Capital Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $4.99M in Q2 2019.
66 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.