Westside Investment Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Westside Investment Management’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	$2.64M	Sell	52,240 -12,650	-19%	-$641K	0.4%	61
2025 Q4	$3.27M	Sell	64,890 -4,738	-7%	-$239K	0.52%	50
2025 Q3	$3.52M	Hold	69,628	–	–	0.56%	45
2025 Q2	$3.49M	Sell	69,628 -5,749	-8%	-$287K	0.65%	38
2025 Q1	$3.77M	Sell	75,377 -2,502	-3%	-$125K	0.8%	33
2024 Q4	$3.88M	Sell	77,879 -1,950	-2%	-$97.7K	0.82%	30
2024 Q3	$4.03M	Buy	79,829 +2,579	+3%	+$129K	0.86%	30
2024 Q2	$3.85M	Sell	77,250 -2,600	-3%	-$129K	0.88%	28
2024 Q1	$4.07M	Sell	79,850 -6,100	-7%	-$305K	0.98%	25
2023 Q4	$4.3M	Sell	85,950 -250	-0.3%	-$12.3K	1.1%	23
2023 Q3	$4.22M	Buy	86,200 +9,400	+12%	+$464K	1.22%	21
2023 Q2	$3.8M	Buy	76,800 +5,300	+7%	+$263K	1.07%	24
2023 Q1	$3.56M	Buy	71,500 +25,000	+54%	+$1.24M	1.05%	22
2022 Q4	$219K	Buy	46,500 +2,900	+7%	+$142K	0.54%	48
2022 Q3	$285K	Buy	43,600 +3,400	+8%	+$169K	0.68%	37
2022 Q2	$2K	Buy	40,200 +8,000	+25%	+$396K	﹤0.01%	241
2022 Q1	$1.61K	Buy	+32,200	New	+$1.63M	﹤0.01%	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

Westside Investment Management's SMMU Position: Q1 2026 in Review

Westside Investment Management reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 19% in Q1 2026, selling an estimated $641K and leaving 52,240 shares worth $2.64M. The position accounts for 0.4% of the portfolio, ranked #61.

Westside Investment Management first reported a position in SMMU in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.3M in Q4 2023. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Westside Investment Management held 52,240 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.64M as of Q1 2026.
Westside Investment Management sold 12,650 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $641K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.4% of Westside Investment Management's portfolio in Q1 2026, its #61 holding.
Westside Investment Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2022 and has held it in 17 quarters since.
Westside Investment Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $4.3M in Q4 2023.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.