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

WBH Advisory’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 		$432K Hold
8,552
– – 0.03% 271
2026
Q1 		$431K Hold
8,552
– – 0.03% 251
2025
Q4 		$431K Hold
8,552
– – 0.03% 245
2025
Q3 		$432K Hold
8,552
– – 0.03% 249
2025
Q2 		$429K Buy
8,552
+30
+0.4% +$1.5K 0.04% 240
2025
Q1 		$426K Buy
8,522
+15
+0.2% +$750 0.04% 232
2024
Q4 		$424K Sell
8,507
-1,754
-17% -$87.8K 0.04% 228
2024
Q3 		$518K Hold
10,261
– – 0.05% 211
2024
Q2 		$512K Hold
10,261
– – 0.05% 207
2024
Q1 		$512K Buy
10,261
+279
+3% +$13.9K 0.05% 209
2023
Q4 		$499K Buy
9,982
+192
+2% +$9.48K 0.06% 209
2023
Q3 		$479K Buy
9,790
+4,110
+72% +$203K 0.06% 205
2023
Q2 		$281K Sell
5,680
-256
-4% -$12.7K 0.03% 260
2023
Q1 		$295K Buy
+5,936
New +$294K 0.04% 253
2022
Q3 		$349K Sell
7,152
-547
-7% -$27.1K 0.05% 225
2022
Q2 		$382K Buy
+7,699
New +$381K 0.05% 222

Other funds holding SMMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
JAWA
John A. Wolfe & Associates Portage, Michigan $72.6M AUM
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

WBH Advisory's SMMU Position: Q2 2026 in Review

WBH Advisory held its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) position steady in Q2 2026 at 8,552 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #271.

WBH Advisory first reported a position in SMMU in Q2 2022 and has held it in 16 quarters since. The position peaked at $518K in Q3 2024. 144 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • WBH Advisory held 8,552 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $432K as of Q2 2026.
  • WBH Advisory left its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #271 holding.
  • WBH Advisory first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and has held it in 16 quarters since.
  • WBH Advisory's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $518K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.