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

WCG Wealth 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	$507K	Buy	+10,031	New	+$506K	0.01%	496

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

WCG Wealth Advisors's SMMU Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2026: 10,031 shares worth $507K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings.

201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

WCG Wealth Advisors held 10,031 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $507K as of Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new WCG Wealth Advisors position in Q2 2026.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #496 holding.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

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