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 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%	-$1.75K	﹤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

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

Valley Wealth Managers's SMMU Position: Q1 2026 in Review

Valley Wealth Managers held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q1 2026 at 237 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Valley Wealth Managers first reported a position in SMMU in Q2 2022 and has held it in 16 quarters since. The position peaked at $282K in Q2 2022. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Valley Wealth Managers held 237 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $12K as of Q1 2026.
Valley Wealth Managers left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #265 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 16 quarters since.
Valley Wealth Managers's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $282K in Q2 2022.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.