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

TruWealth Advisors’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 		$587K Buy
11,635
+599
+5% +$30.3K 0.03% 113
2025
Q4 		$557K Buy
11,036
+8
+0.1% +$404 0.03% 117
2025
Q3 		$558K Buy
11,028
+5,972
+118% +$301K 0.03% 114
2025
Q2 		$254K Buy
5,056
+6
+0.1% +$299 0.01% 154
2025
Q1 		$253K Buy
5,050
+7
+0.1% +$350 0.02% 140
2024
Q4 		$251K Buy
5,043
+8
+0.2% +$401 0.02% 140
2024
Q3 		$254K Buy
5,035
+7
+0.1% +$351 0.02% 144
2024
Q2 		$251K Buy
5,028
+7
+0.1% +$348 0.02% 143
2024
Q1 		$251K Buy
5,021
+407
+9% +$20.4K 0.02% 143
2023
Q4 		$231K Buy
+4,614
New +$228K 0.02% 139

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 $57.2B 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 $38B 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 $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return