Sunbelt Securities’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Sunbelt Securities’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	$7.58K	Hold	150	–	–	﹤0.01%	1566
2025 Q4	$7.58K	Hold	150	–	–	﹤0.01%	1513
2025 Q3	$7.6K	Sell	150 -324	-68%	-$16.3K	﹤0.01%	1511
2025 Q2	$23.6K	Hold	474	–	–	﹤0.01%	1129
2025 Q1	$23.7K	Hold	474	–	–	﹤0.01%	1082
2024 Q4	$23.7K	Buy	474 +1	+0.2%	+$50	﹤0.01%	1127
2024 Q3	$23.9K	Hold	473	–	–	﹤0.01%	1127
2024 Q2	$23.6K	Buy	473 +1	+0.2%	+$50	﹤0.01%	1087
2024 Q1	$23.6K	Hold	472	–	–	﹤0.01%	1057
2023 Q4	$23.6K	Buy	472 +1	+0.2%	+$49	﹤0.01%	989
2023 Q3	$23.1K	Hold	471	–	–	﹤0.01%	976
2023 Q2	$23.3K	Hold	471	–	–	﹤0.01%	984
2023 Q1	$23.4K	Buy	+471	New	+$23.4K	﹤0.01%	916

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

Sunbelt Securities's SMMU Position: Q1 2026 in Review

Sunbelt Securities held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q1 2026 at 150 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Sunbelt Securities first reported a position in SMMU in Q1 2023 and has held it in 13 quarters since. The position peaked at $23.9K in Q3 2024. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Sunbelt Securities held 150 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $7.58K as of Q1 2026.
Sunbelt Securities left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1566 holding.
Sunbelt Securities first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $23.9K in Q3 2024.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.