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Watts Gwilliam & Co’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Watts Gwilliam & Co’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
Q3 		$203K Hold
4,013
– – 0.03% 213
2025
Q2 		$203K Hold
4,013
– – 0.03% 211
2025
Q1 		$201K Hold
4,013
– – 0.04% 200
2024
Q4 		$200K Hold
4,013
– – 0.04% 199
2024
Q3 		$202K Buy
+4,013
New +$201K 0.04% 194

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Watts Gwilliam & Co's SMMU Position: Q3 2025 in Review

Watts Gwilliam & Co held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q3 2025 at 4,013 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #213.

Watts Gwilliam & Co first reported a position in SMMU in Q3 2024 and has held it in 5 quarters since. The position peaked at $203K in Q2 2025. 177 funds tracked by Wall St. Rank hold SMMU as of Q3 2025.

  • Watts Gwilliam & Co held 4,013 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $203K as of Q3 2025.
  • Watts Gwilliam & Co left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q3 2025.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of Watts Gwilliam & Co's portfolio in Q3 2025, its #213 holding.
  • Watts Gwilliam & Co first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $203K in Q2 2025.
  • 177 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.