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

Websterrogers Financial 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 		$8.16M Buy
161,569
+626
+0.4% +$31.6K 2.09% 18
2026
Q1 		$8.12M Buy
160,943
+8,605
+6% +$436K 2.32% 17
2025
Q4 		$7.68M Buy
152,338
+19,370
+15% +$978K 2.23% 18
2025
Q3 		$6.72M Buy
132,968
+4,308
+3% +$217K 2.02% 19
2025
Q2 		$6.45M Buy
128,660
+969
+0.8% +$48.3K 2.05% 19
2025
Q1 		$6.39M Sell
127,691
-1,251
-1% -$62.6K 2.18% 19
2024
Q4 		$6.43M Buy
128,942
+6,058
+5% +$303K 2.23% 17
2024
Q3 		$6.21M Sell
122,884
-4,523
-4% -$227K 2.17% 18
2024
Q2 		$6.35M Buy
127,407
+9,203
+8% +$458K 2.26% 17
2024
Q1 		$5.9M Buy
118,204
+10,288
+10% +$514K 2.1% 17
2023
Q4 		$5.4M Sell
107,916
-13,490
-11% -$666K 2.25% 17
2023
Q3 		$5.94M Sell
121,406
-3,565
-3% -$176K 2.61% 15
2023
Q2 		$6.19M Sell
124,971
-876
-0.7% -$43.4K 2.7% 15
2023
Q1 		$6.26M Buy
125,847
+1,499
+1% +$74.4K 2.88% 12
2022
Q4 		$6.13M Sell
124,348
-6,060
-5% -$297K 2.97% 13
2022
Q3 		$6.37M Buy
130,408
+183
+0.1% +$9.07K 3.35% 9
2022
Q2 		$6.46M Buy
130,225
+67,704
+108% +$3.35M 3.16% 10
2022
Q1 		$3.12M Sell
62,521
-51,398
-45% -$2.6M 1.59% 14
2021
Q4 		$5.84M Buy
113,919
+10,683
+10% +$548K 1.32% 14
2021
Q3 		$5.3M Buy
103,236
+3,208
+3% +$165K 1.23% 16
2021
Q2 		$5.15M Buy
100,028
+3,773
+4% +$194K 1.23% 16
2021
Q1 		$4.94M Buy
96,255
+8,820
+10% +$454K 1.34% 15
2020
Q4 		$4.5M Buy
+87,435
New +$4.48M 1.31% 14

Other funds holding SMMU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Raymond James Financial
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

Websterrogers Financial Advisors's SMMU Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.39% in Q2 2026, buying an estimated $31.6K and bringing the position to 161,569 shares worth $8.16M. The position accounts for 2.09% of the portfolio, ranked #18.

Websterrogers Financial Advisors first reported a position in SMMU in Q4 2020 and has held it in 23 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Websterrogers Financial Advisors held 161,569 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $8.16M as of Q2 2026.
  • Websterrogers Financial Advisors bought 626 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $31.6K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 2.09% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Websterrogers Financial Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2020 and has held it in 23 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 Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.