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

Unique Wealth’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	-29,746	Closed	-$1.5M	–	209
2026 Q1	$1.5M	Sell	29,746 -18,105	-38%	-$917K	0.21%	62
2025 Q4	$2.41M	Sell	47,851 -20,165	-30%	-$1.02M	0.34%	58
2025 Q3	$3.44M	Sell	68,016 -1,850	-3%	-$93.2K	0.5%	45
2025 Q2	$3.51M	Buy	69,866 +31,672	+83%	+$1.58M	0.57%	44
2025 Q1	$1.91M	Buy	38,194 +29,336	+331%	+$1.47M	0.36%	60
2024 Q4	$441K	Buy	+8,858	New	+$444K	0.09%	95

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

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 $320M AUM 21.88% 1-Year Est. Return

Unique Wealth's SMMU Position: Q2 2026 in Review

Unique Wealth sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026, closing a stake of 29,746 shares — an estimated $1.5M sold.

Unique Wealth first reported a position in SMMU in Q4 2024 and held it in 6 quarters. The position peaked at $3.51M in Q2 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Unique Wealth reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Unique Wealth sold 29,746 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.5M.
Unique Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and held it in 6 quarters.
Unique Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $3.51M in Q2 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.