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

Valley Wealth Managers’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
Q3 		$11.7K Hold
237
– – ﹤0.01% 281
2026
Q2 		$12K Hold
237
– – ﹤0.01% 277
2026
Q1 		$12K Hold
237
– – ﹤0.01% 265
2025
Q4 		$12K Hold
237
– – ﹤0.01% 275
2025
Q3 		$12K Hold
237
– – ﹤0.01% 255
2025
Q2 		$11.9K Sell
237
-35
-13% -$1.74K ﹤0.01% 239
2025
Q1 		$13.6K Sell
272
-56
-17% -$2.8K ﹤0.01% 261
2024
Q4 		$16.3K Hold
328
– – ﹤0.01% 271
2024
Q3 		$16.6K Hold
328
– – ﹤0.01% 275
2024
Q2 		$16.4K Sell
328
-2,864
-90% -$143K ﹤0.01% 275
2024
Q1 		$159K Hold
3,192
– – 0.01% 190
2023
Q4 		$160K Hold
3,192
– – 0.01% 188
2023
Q3 		$156K Hold
3,192
– – 0.01% 189
2023
Q2 		$158K Buy
3,192
+100
+3% +$4.96K 0.01% 171
2023
Q1 		$154K Hold
3,092
– – 0.01% 174
2022
Q4 		$152K Sell
3,092
-789
-20% -$38.7K 0.01% 176
2022
Q3 		$190K Sell
3,881
-1,785
-32% -$88.5K 0.02% 169
2022
Q2 		$282K Buy
+5,666
New +$280K 0.03% 154

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Valley Wealth Managers's SMMU Position: Q3 2026 in Review

Valley Wealth Managers held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q3 2026 at 237 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Valley Wealth Managers first reported a position in SMMU in Q2 2022 and has held it in 18 quarters since. The position peaked at $282K in Q2 2022. 60 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Valley Wealth Managers held 237 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $11.7K as of Q3 2026.
  • Valley Wealth Managers left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #281 holding.
  • Valley Wealth Managers first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 18 quarters since.
  • Valley Wealth Managers's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $282K in Q2 2022.
  • 60 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.