Vestmark Advisory Solutions’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Vestmark Advisory Solutions’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	$1.59M	Buy	31,600 +6,992	+28%	+$354K	0.02%	716
2025 Q4	$1.24M	Buy	24,608 +8	+0%	+$404	0.02%	733
2025 Q3	$1.24M	Buy	+24,600	New	+$1.24M	0.02%	494

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

Vestmark Advisory Solutions's SMMU Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 28% in Q1 2026, buying an estimated $354K and bringing the position to 31,600 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #716.

Vestmark Advisory Solutions first reported a position in SMMU in Q3 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Vestmark Advisory Solutions held 31,600 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $1.59M as of Q1 2026.
Vestmark Advisory Solutions bought 6,992 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $354K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #716 holding.
Vestmark Advisory Solutions first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.