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

Watchman Group’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
2025 Q4	–	Sell	-5,540	Closed	-$280K	–	82
2025 Q3	$280K	Hold	5,540	–	–	0.07%	73
2025 Q2	$278K	Hold	5,540	–	–	0.07%	72
2025 Q1	$277K	Hold	5,540	–	–	0.08%	76
2024 Q4	$276K	Hold	5,540	–	–	0.07%	75
2024 Q3	$280K	Sell	5,540 -6,963	-56%	-$349K	0.07%	74
2024 Q2	$624K	Hold	12,503	–	–	0.2%	58
2024 Q1	$624K	Hold	12,503	–	–	0.19%	61
2023 Q4	$625K	Hold	12,503	–	–	0.21%	58
2023 Q3	$612K	Buy	12,503 +1,013	+9%	+$50K	0.26%	52
2023 Q2	$569K	Hold	11,490	–	–	0.28%	47
2023 Q1	$572K	Buy	11,490 +1,085	+10%	+$53.8K	0.3%	48
2022 Q4	$513K	Buy	+10,405	New	+$511K	0.28%	51

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $65.1M AUM

Watchman Group's SMMU Position: Q4 2025 in Review

Watchman Group sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2025, closing a stake of 5,540 shares — an estimated $280K sold.

Watchman Group first reported a position in SMMU in Q4 2022 and held it in 12 quarters. The position peaked at $625K in Q4 2023. 185 funds tracked by Wall St. Rank hold SMMU as of Q4 2025.

Watchman Group reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Watchman Group sold 5,540 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2025, an estimated $280K.
Watchman Group first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2022 and held it in 12 quarters.
Watchman Group's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $625K in Q4 2023.
185 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2025.

Based on Watchman Group's 13F filing for Q4 2025, filed 6 Feb 2026.