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

Whipplewood 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	$385K	Buy	7,627 +62	+0.8%	+$3.13K	0.26%	83
2026 Q1	$382K	Buy	7,565 +132	+2%	+$6.69K	0.2%	96
2025 Q4	$375K	Buy	7,433 +28	+0.4%	+$1.41K	0.24%	94
2025 Q3	$374K	Buy	7,405 +248	+3%	+$12.5K	0.25%	94
2025 Q2	$359K	Buy	7,157 +7,137	+35,685%	+$356K	0.2%	116
2025 Q1	$265K	Sell	20 -5,374	-100%	-$269K	0.16%	135
2024 Q4	$269K	Buy	+5,394	New	+$270K	0.15%	133

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 $1.36B AUM 14.31% 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 $323M AUM 13.82% 1-Year Est. Return

Whipplewood Advisors's SMMU Position: Q2 2026 in Review

Whipplewood Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.82% in Q2 2026, buying an estimated $3.13K and bringing the position to 7,627 shares worth $385K. The position accounts for 0.26% of the portfolio, ranked #83.

Whipplewood Advisors first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Whipplewood Advisors held 7,627 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $385K as of Q2 2026.
Whipplewood Advisors bought 62 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.13K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.26% of Whipplewood Advisors's portfolio in Q2 2026, its #83 holding.
Whipplewood Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.