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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $281M AUM 18.28% 1-Year Est. Return

Unique Wealth's SMMU Position: Q1 2026 in Review

Unique Wealth reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 38% in Q1 2026, selling an estimated $917K and leaving 29,746 shares worth $1.5M. The position accounts for 0.21% of the portfolio, ranked #62.

Unique Wealth first reported a position in SMMU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.51M in Q2 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Unique Wealth held 29,746 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.5M as of Q1 2026.
Unique Wealth sold 18,105 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $917K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.21% of Unique Wealth's portfolio in Q1 2026, its #62 holding.
Unique Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
Unique Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $3.51M in Q2 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.