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 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 $1.66T 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

Vise Technologies's SMMU Position: Q1 2026 in Review

Vise Technologies held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q1 2026 at 147,634 shares worth $7.45M. The position accounts for 0.15% of the portfolio, ranked #123.

Vise Technologies first reported a position in SMMU in Q2 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Vise Technologies held 147,634 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $7.45M as of Q1 2026.
Vise Technologies 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 0.15% of Vise Technologies's portfolio in Q1 2026, its #123 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 4 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 Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.