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 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 $1.32B 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 $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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TruWealth Advisors's SMMU Position: Q1 2026 in Review

TruWealth Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 5.4% in Q1 2026, buying an estimated $30.3K and bringing the position to 11,635 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #113.

TruWealth Advisors first reported a position in SMMU in Q4 2023 and has held it in 10 quarters since. 196 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

TruWealth Advisors held 11,635 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $587K as of Q1 2026.
TruWealth Advisors bought 599 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $30.3K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #113 holding.
TruWealth Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and has held it in 10 quarters since.
196 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.