William Mack & Associates’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

William Mack & Associates’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	$528K	Buy	10,447 +6,277	+151%	+$317K	0.19%	51
2026 Q1	$210K	Sell	4,170 -3,425	-45%	-$173K	0.12%	70
2025 Q4	$383K	Buy	7,595 +1,475	+24%	+$74.5K	0.18%	51
2025 Q3	$309K	Buy	+6,120	New	+$308K	0.17%	60

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

William Mack & Associates's SMMU Position: Q2 2026 in Review

William Mack & Associates increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 151% in Q2 2026, buying an estimated $317K and bringing the position to 10,447 shares worth $528K. The position accounts for 0.19% of the portfolio, ranked #51.

William Mack & Associates first reported a position in SMMU in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

William Mack & Associates held 10,447 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $528K as of Q2 2026.
William Mack & Associates bought 6,277 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $317K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.19% of William Mack & Associates's portfolio in Q2 2026, its #51 holding.
William Mack & Associates first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2025 and has held it in 4 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 William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.