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 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 $1.66T 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

Waverly Advisors's SMMU Position: Q1 2026 in Review

Waverly Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 3.4% in Q1 2026, selling an estimated $82.3K and leaving 46,438 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #612.

Waverly Advisors first reported a position in SMMU in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.66M in Q1 2025. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Waverly Advisors held 46,438 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.34M as of Q1 2026.
Waverly Advisors sold 1,625 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $82.3K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #612 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 9 quarters since.
Waverly Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $2.66M in Q1 2025.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.