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

StoneCrest Wealth 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
2026 Q2	$1.35M	Hold	26,707	–	–	0.43%	47
2026 Q1	$1.35M	Hold	26,707	–	–	0.57%	39
2025 Q4	$1.35M	Buy	26,707 +989	+4%	+$49.9K	0.54%	41
2025 Q3	$1.3M	Sell	25,718 -4,003	-13%	-$202K	0.57%	43
2025 Q2	$1.49M	Hold	29,721	–	–	0.71%	36
2025 Q1	$1.49M	Hold	29,721	–	–	0.94%	33
2024 Q4	$1.48M	Hold	29,721	–	–	0.97%	29
2024 Q3	$1.5M	Buy	+29,721	New	+$1.49M	1.09%	28

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WFA

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

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

StoneCrest Wealth Management's SMMU Position: Q2 2026 in Review

StoneCrest Wealth Management held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 26,707 shares worth $1.35M. The position accounts for 0.43% of the portfolio, ranked #47.

StoneCrest Wealth Management first reported a position in SMMU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q3 2024. 120 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

StoneCrest Wealth Management held 26,707 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.35M as of Q2 2026.
StoneCrest Wealth Management left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.43% of StoneCrest Wealth Management's portfolio in Q2 2026, its #47 holding.
StoneCrest Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
StoneCrest Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.5M in Q3 2024.
120 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.