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

Summit Financial Strategies’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	$1.79M	Sell	35,514 -440	-1%	-$22.2K	0.13%	53
2026 Q1	$1.81M	Buy	35,954 +3,195	+10%	+$162K	0.14%	52
2025 Q4	$1.65M	Buy	32,759 +3,574	+12%	+$180K	0.14%	54
2025 Q3	$1.48M	Buy	29,185 +4,861	+20%	+$245K	0.13%	52
2025 Q2	$1.22M	Buy	24,324 +7,200	+42%	+$359K	0.11%	56
2025 Q1	$857K	Buy	17,124 +4,669	+37%	+$233K	0.09%	61
2024 Q4	$621K	Buy	12,455 +3,457	+38%	+$173K	0.07%	69
2024 Q3	$454K	Sell	8,998 -685	-7%	-$34.4K	0.05%	89
2024 Q2	$483K	Buy	+9,683	New	+$482K	0.06%	79

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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

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

Summit Financial Strategies reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.2% in Q2 2026, selling an estimated $22.2K and leaving 35,514 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #53.

Summit Financial Strategies first reported a position in SMMU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2026. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Summit Financial Strategies held 35,514 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.79M as of Q2 2026.
Summit Financial Strategies sold 440 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $22.2K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.13% of Summit Financial Strategies's portfolio in Q2 2026, its #53 holding.
Summit Financial Strategies first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Summit Financial Strategies's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.81M in Q1 2026.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.