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TD Capital Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

TD Capital Management’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 		$20.3M Buy
402,850
+19,897
+5% +$1.01M 1.83% 15
2025
Q4 		$19.3M Buy
382,953
+18,607
+5% +$939K 1.71% 15
2025
Q3 		$18.4M Sell
364,346
-4,463
-1% -$225K 1.66% 16
2025
Q2 		$18.5M Buy
368,809
+29,167
+9% +$1.45M 1.75% 15
2025
Q1 		$17M Buy
339,642
+83,655
+33% +$4.18M 1.72% 15
2024
Q4 		$12.8M Sell
255,987
-29,428
-10% -$1.47M 1.3% 19
2024
Q3 		$14.4M Buy
285,415
+23,994
+9% +$1.2M 1.44% 19
2024
Q2 		$13M Buy
261,421
+58,935
+29% +$2.93M 1.36% 19
2024
Q1 		$10.1M Buy
202,486
+26,559
+15% +$1.33M 1.08% 22
2023
Q4 		$8.8M Buy
175,927
+52,750
+43% +$2.6M 1% 24
2023
Q3 		$6.03M Buy
123,177
+14,961
+14% +$739K 0.74% 31
2023
Q2 		$5.36M Sell
108,216
-9,485
-8% -$470K 0.64% 33
2023
Q1 		$5.86M Buy
117,701
+619
+0.5% +$30.7K 0.73% 31
2022
Q4 		$5.77M Sell
117,082
-10,295
-8% -$505K 0.76% 31
2022
Q3 		$6.22M Buy
127,377
+41,913
+49% +$2.08M 0.86% 26
2022
Q2 		$4.24M Sell
85,464
-4,188
-5% -$207K 0.57% 29
2022
Q1 		$4.48M Buy
89,652
+1,310
+1% +$66.3K 0.54% 29
2021
Q4 		$4.53M Buy
88,342
+42,385
+92% +$2.17M 0.51% 28
2021
Q3 		$2.36M Buy
45,957
+18,879
+70% +$971K 0.29% 34
2021
Q2 		$1.39M Buy
27,078
+22,096
+444% +$1.14M 0.17% 35
2021
Q1 		$256K Sell
4,982
-125
-2% -$6.43K 0.03% 59
2020
Q4 		$263K Buy
5,107
+5
+0.1% +$256 0.04% 53
2020
Q3 		$262K Sell
5,102
-1,165
-19% -$59.7K 0.04% 47
2020
Q2 		$320K Buy
6,267
+8
+0.1% +$405 0.05% 45
2020
Q1 		$317K Sell
6,259
-101
-2% -$5.11K 0.06% 46
2019
Q4 		$322K Sell
6,360
-503
-7% -$25.5K 0.05% 49
2019
Q3 		$348K Buy
6,863
+13
+0.2% +$659 0.06% 47
2019
Q2 		$346K Buy
6,850
+13
+0.2% +$654 0.07% 44
2019
Q1 		$344K Buy
6,837
+233
+4% +$11.7K 0.07% 43
2018
Q4 		$329K Buy
6,604
+5,412
+454% +$269K 0.08% 42
2018
Q3 		$59K Buy
1,192
+5
+0.4% +$249 0.02% 83
2018
Q2 		$59K Buy
1,187
+5
+0.4% +$249 0.02% 76
2018
Q1 		$59K Buy
1,182
+4
+0.3% +$199 0.02% 74
2017
Q4 		$59K Buy
1,178
+4
+0.3% +$201 0.02% 74
2017
Q3 		$59K Buy
1,174
+4
+0.3% +$201 0.02% 72
2017
Q2 		$58K Buy
1,170
+4
+0.3% +$201 0.02% 70
2017
Q1 		$58K Buy
1,166
+4
+0.3% +$200 0.02% 69
2016
Q4 		$57K Buy
1,162
+3
+0.3% +$150 0.02% 66
2016
Q3 		$58K Buy
1,159
+3
+0.3% +$152 0.02% 61
2016
Q2 		$58K Buy
1,156
+3
+0.3% +$152 0.02% 66
2016
Q1 		$58K Sell
1,153
-96
-8% -$4.85K 0.02% 65
2015
Q4 		$63K Buy
1,249
+3
+0.2% +$151 0.02% 64
2015
Q3 		$63K Sell
1,246
-285
-19% -$14.3K 0.02% 69
2015
Q2 		$77K Buy
1,531
+3
+0.2% +$151 0.02% 68
2015
Q1 		$77K Buy
1,528
+4
+0.3% +$201 0.02% 73
2014
Q4 		$76K Buy
1,524
+3
+0.2% +$151 0.02% 79
2014
Q3 		$77K Buy
1,521
+2
+0.1% +$101 0.02% 77
2014
Q2 		$77K Buy
1,519
+2
+0.1% +$101 0.02% 78
2014
Q1 		$76K Buy
1,517
+1,368
+918% +$68.9K 0.02% 74
2013
Q4 		$7K Sell
149
-101
-40% -$5.08K ﹤0.01% 136
2013
Q3 		$13K Buy
+250
New +$12.5K ﹤0.01% 147

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

TD Capital Management's SMMU Position: Q1 2026 in Review

TD Capital Management increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 5.2% in Q1 2026, buying an estimated $1.01M and bringing the position to 402,850 shares worth $20.3M. The position accounts for 1.83% of the portfolio, ranked #15.

TD Capital Management first reported a position in SMMU in Q3 2013 and has held it in 51 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

  • TD Capital Management held 402,850 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $20.3M as of Q1 2026.
  • TD Capital Management bought 19,897 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.01M.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 1.83% of TD Capital Management's portfolio in Q1 2026, its #15 holding.
  • TD Capital Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2013 and has held it in 51 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 TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.