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 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 $1.66T 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

Whipplewood Advisors's SMMU Position: Q1 2026 in Review

Whipplewood Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 1.8% in Q1 2026, buying an estimated $6.69K and bringing the position to 7,565 shares worth $382K. The position accounts for 0.2% of the portfolio, ranked #96.

Whipplewood Advisors first reported a position in SMMU in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold SMMU as of Q1 2026.

Whipplewood Advisors held 7,565 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $382K as of Q1 2026.
Whipplewood Advisors bought 132 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q1 2026, an estimated $6.69K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.2% of Whipplewood Advisors's portfolio in Q1 2026, its #96 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 6 quarters since.
195 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.