Stonebridge Financial Group (Pennsylvania)’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$53.1M	Sell	1,050,787 -5,478	-0.5%	-$276K	4.03%	2
2026 Q1	$53.3M	Sell	1,056,265 -7,552	-0.7%	-$383K	4.38%	2
2025 Q4	$53.6M	Buy	1,063,817 +12,685	+1%	+$640K	4.58%	2
2025 Q3	$53.2M	Sell	1,051,132 -12,345	-1%	-$622K	4.68%	1
2025 Q2	$53.4M	Buy	1,063,477 +435,561	+69%	+$21.7M	5.18%	1
2025 Q1	$31.4M	Buy	627,916 +43,616	+7%	+$2.18M	3.34%	5
2024 Q4	$29.1M	Buy	+584,300	New	+$29.3M	3.21%	5

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

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

BWM

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

JAWA

John A. Wolfe & Associates Portage, Michigan $72.6M AUM

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SMMU Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.52% in Q2 2026, selling an estimated $276K and leaving 1,050,787 shares worth $53.1M. The position accounts for 4.03% of the portfolio, ranked #2.

Stonebridge Financial Group (Pennsylvania) first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.6M in Q4 2025. 171 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 1,050,787 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $53.1M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 5,478 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $276K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 4.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #2 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $53.6M in Q4 2025.
171 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.