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

SWMG LLC’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	$442K	Sell	8,826 -538	-6%	-$27K	0.1%	74
2026 Q2	$471K	Sell	9,364 -963	-9%	-$48.6K	0.11%	63
2026 Q1	$521K	Buy	10,327 +4,420	+75%	+$224K	0.15%	64
2025 Q4	$300K	Buy	+5,907	New	+$298K	0.08%	92
2022 Q4	–	Sell	-22,515	Closed	-$1.1M	–	86
2022 Q3	$1.1M	Buy	+22,515	New	+$1.12M	0.72%	23
2022 Q1	$2.79M	Sell	55,813 -1,554	-3%	-$78.6K	1.52%	14
2021 Q4	$2.94M	Buy	57,367 +10,927	+24%	+$560K	1.56%	15
2021 Q3	$2.38M	Buy	46,440 +2,676	+6%	+$138K	1.38%	18
2021 Q2	$2.25M	Buy	+43,764	New	+$2.25M	1.33%	20

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

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

SWMG LLC's SMMU Position: Q3 2026 in Review

SWMG LLC reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 5.7% in Q3 2026, selling an estimated $27K and leaving 8,826 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #74.

SWMG LLC first reported a position in SMMU in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.94M in Q4 2021. 79 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

SWMG LLC held 8,826 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $442K as of Q3 2026.
SWMG LLC sold 538 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $27K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.1% of SWMG LLC's portfolio in Q3 2026, its #74 holding.
SWMG LLC first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2021 and has held it in 9 quarters since.
SWMG LLC's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.94M in Q4 2021.
79 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.