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 Q2	$798K	Buy	15,808 +556	+4%	+$28K	0.54%	24
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 $1.89T 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

Summit Financial Consulting's SMMU Position: Q2 2026 in Review

Summit Financial Consulting increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 3.6% in Q2 2026, buying an estimated $28K and bringing the position to 15,808 shares worth $798K. The position accounts for 0.54% of the portfolio, ranked #24.

Summit Financial Consulting first reported a position in SMMU in Q1 2025 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Summit Financial Consulting held 15,808 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $798K as of Q2 2026.
Summit Financial Consulting bought 556 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $28K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.54% of Summit Financial Consulting's portfolio in Q2 2026, its #24 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 6 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 Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.