Total Clarity Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Total Clarity Wealth 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 Q2	–	Sell	-4,913	Closed	-$248K	–	383
2026 Q1	$248K	Hold	4,913	–	–	0.06%	271
2025 Q4	$248K	Sell	4,913 -7,988	-62%	-$403K	0.06%	260
2025 Q3	$652K	Hold	12,901	–	–	0.17%	147
2025 Q2	$647K	Sell	12,901 -3,114	-19%	-$155K	0.19%	131
2025 Q1	$798K	Hold	16,015	–	–	0.26%	104
2024 Q4	$798K	Sell	16,015 -6,574	-29%	-$329K	0.26%	104
2024 Q3	$1.14M	Buy	22,589 +1,439	+7%	+$72.2K	0.37%	74
2024 Q2	$1.05M	Sell	21,150 -3,199	-13%	-$159K	0.37%	72
2024 Q1	$1.22M	Buy	24,349 +5,653	+30%	+$283K	0.42%	65
2023 Q4	$935K	Buy	18,696 +11,621	+164%	+$574K	0.38%	81
2023 Q3	$346K	Buy	7,075 +2,872	+68%	+$142K	0.17%	145
2023 Q2	$208K	Sell	4,203 -690	-14%	-$34.2K	0.1%	200
2023 Q1	$244K	Hold	4,893	–	–	0.13%	151
2022 Q4	$241K	Hold	4,893	–	–	0.12%	193
2022 Q3	$239K	Hold	4,893	–	–	0.15%	181
2022 Q2	$243K	Hold	4,893	–	–	0.13%	172
2022 Q1	$245K	Hold	4,893	–	–	0.13%	186
2021 Q4	$251K	Hold	4,893	–	–	0.11%	183
2021 Q3	$251K	Hold	4,893	–	–	0.12%	193
2021 Q2	$252K	Hold	4,893	–	–	0.14%	181
2021 Q1	$251K	Buy	+4,893	New	+$252K	0.14%	150

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

Total Clarity Wealth Management's SMMU Position: Q2 2026 in Review

Total Clarity Wealth Management sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026, closing a stake of 4,913 shares — an estimated $248K sold.

Total Clarity Wealth Management first reported a position in SMMU in Q1 2021 and held it in 21 quarters. The position peaked at $1.22M in Q1 2024. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Total Clarity Wealth Management reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Total Clarity Wealth Management sold 4,913 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $248K.
Total Clarity Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2021 and held it in 21 quarters.
Total Clarity Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.22M in Q1 2024.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.