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

Waverly Advisors’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	$3.11M	Buy	61,587 +15,149	+33%	+$764K	0.02%	587
2026 Q1	$2.34M	Sell	46,438 -1,625	-3%	-$82.3K	0.02%	612
2025 Q4	$2.42M	Sell	48,063 -253	-0.5%	-$12.8K	0.02%	555
2025 Q3	$2.44M	Sell	48,316 -1,701	-3%	-$85.7K	0.02%	473
2025 Q2	$2.51M	Sell	50,017 -3,143	-6%	-$157K	0.03%	450
2025 Q1	$2.66M	Buy	53,160 +4,118	+8%	+$206K	0.03%	418
2024 Q4	$2.44M	Buy	49,042 +2,936	+6%	+$147K	0.04%	343
2024 Q3	$2.33M	Buy	46,106 +2,010	+5%	+$101K	0.04%	304
2024 Q2	$2.2M	Buy	44,096 +1,401	+3%	+$69.7K	0.04%	300
2024 Q1	$2.13M	Buy	+42,695	New	+$2.13M	0.05%	248

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 $1.32B AUM 23.07% 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 $320M AUM 21.88% 1-Year Est. Return

Waverly Advisors's SMMU Position: Q2 2026 in Review

Waverly Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 33% in Q2 2026, buying an estimated $764K and bringing the position to 61,587 shares worth $3.11M. The position accounts for 0.02% of the portfolio, ranked #587.

Waverly Advisors first reported a position in SMMU in Q1 2024 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Waverly Advisors held 61,587 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.11M as of Q2 2026.
Waverly Advisors bought 15,149 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $764K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #587 holding.
Waverly Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.