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 Q3	$815K	Buy	16,488 +680	+4%	+$34.1K	0.6%	24
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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Summit Financial Consulting's SMMU Position: Q3 2026 in Review

Summit Financial Consulting increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 4.3% in Q3 2026, buying an estimated $34.1K and bringing the position to 16,488 shares worth $815K. The position accounts for 0.6% of the portfolio, ranked #24.

Summit Financial Consulting first reported a position in SMMU in Q1 2025 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

Summit Financial Consulting held 16,488 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $815K as of Q3 2026.
Summit Financial Consulting bought 680 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $34.1K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.6% of Summit Financial Consulting's portfolio in Q3 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 7 quarters since.
50 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.