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

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Jeter Robert S II $104M AUM