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

Tyler-Stone 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
2025 Q2	$1.44M	Sell	28,620 -380	-1%	-$18.9K	0.23%	88
2025 Q1	$1.45M	Sell	29,000 -150	-0.5%	-$7.5K	0.26%	77
2024 Q4	$1.45M	Hold	29,150	–	–	0.26%	76
2024 Q3	$1.47M	Buy	29,150 +14,575	+100%	+$731K	0.28%	78
2024 Q2	$727K	Sell	14,575 -292	-2%	-$14.5K	0.3%	66
2024 Q1	$742K	Sell	14,867 -20	-0.1%	-$1K	0.33%	62
2023 Q4	$745K	Sell	14,887 -1,045	-7%	-$51.6K	0.37%	58
2023 Q3	$780K	Sell	15,932 -41	-0.3%	-$2.02K	0.44%	48
2023 Q2	$791K	Buy	+15,973	New	+$792K	0.45%	47
2022 Q4	$795K	Buy	+16,118	New	+$791K	0.54%	42

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tyler-Stone Wealth Management's SMMU Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.3% in Q2 2025, selling an estimated $18.9K and leaving 28,620 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #88.

Tyler-Stone Wealth Management first reported a position in SMMU in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.47M in Q3 2024. 170 funds tracked by Wall St. Rank hold SMMU as of Q2 2025.

Tyler-Stone Wealth Management held 28,620 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.44M as of Q2 2025.
Tyler-Stone Wealth Management sold 380 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $18.9K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.23% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #88 holding.
Tyler-Stone Wealth Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and has held it in 10 quarters since.
Tyler-Stone Wealth Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.47M in Q3 2024.
170 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.