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 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 $1.66T 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 Strategies's SMMU Position: Q1 2026 in Review

Summit Financial Strategies increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 9.8% in Q1 2026, buying an estimated $162K and bringing the position to 35,954 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #52.

Summit Financial Strategies first reported a position in SMMU in Q2 2024 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Summit Financial Strategies held 35,954 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.81M as of Q1 2026.
Summit Financial Strategies bought 3,195 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $162K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.14% of Summit Financial Strategies's portfolio in Q1 2026, its #52 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 8 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 Strategies's 13F filing for Q1 2026, filed 1 May 2026.