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

Summit Financial Consulting’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 Q1	$769K	Buy	15,252 +656	+4%	+$33.2K	0.55%	23
2025 Q4	$736K	Buy	14,596 +1,924	+15%	+$97.1K	0.53%	24
2025 Q3	$641K	Buy	12,672 +754	+6%	+$38K	0.51%	24
2025 Q2	$598K	Buy	11,918 +1,017	+9%	+$50.7K	0.54%	22
2025 Q1	$545K	Buy	+10,901	New	+$545K	0.51%	26

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFGP

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $281M AUM 18.28% 1-Year Est. Return

Summit Financial Consulting's SMMU Position: Q1 2026 in Review

Summit Financial Consulting increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 4.5% in Q1 2026, buying an estimated $33.2K and bringing the position to 15,252 shares worth $769K. The position accounts for 0.55% of the portfolio, ranked #23.

Summit Financial Consulting first reported a position in SMMU in Q1 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Summit Financial Consulting held 15,252 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $769K as of Q1 2026.
Summit Financial Consulting bought 656 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $33.2K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.55% of Summit Financial Consulting's portfolio in Q1 2026, its #23 holding.
Summit Financial Consulting first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.