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

Vise Technologies’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	$7.95M	Buy	157,391 +9,757	+7%	+$492K	0.09%	183
2026 Q1	$7.45M	Hold	147,634	–	–	0.15%	123
2025 Q4	$7.45M	Buy	147,634 +127,500	+633%	+$6.44M	0.15%	123
2025 Q3	$1.02M	Buy	20,134 +14,495	+257%	+$730K	0.04%	422
2025 Q2	$283K	Buy	+5,639	New	+$281K	0.01%	859

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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

Vise Technologies's SMMU Position: Q2 2026 in Review

Vise Technologies increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 6.6% in Q2 2026, buying an estimated $492K and bringing the position to 157,391 shares worth $7.95M. The position accounts for 0.09% of the portfolio, ranked #183.

Vise Technologies first reported a position in SMMU in Q2 2025 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Vise Technologies held 157,391 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $7.95M as of Q2 2026.
Vise Technologies bought 9,757 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $492K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.09% of Vise Technologies's portfolio in Q2 2026, its #183 holding.
Vise Technologies first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.