Williams & Novak’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Williams & Novak’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
2025 Q2	–	Sell	-5,570	Closed	-$278K	–	147
2025 Q1	$278K	Sell	5,570 -2,300	-29%	-$115K	0.27%	84
2024 Q4	$392K	Sell	7,870 -1,000	-11%	-$50.1K	0.38%	65
2024 Q3	$448K	Buy	8,870 +1,500	+20%	+$75.3K	0.42%	62
2024 Q2	$368K	Sell	7,370 -380	-5%	-$18.9K	0.34%	66
2024 Q1	$388K	Hold	7,750	–	–	0.44%	55
2023 Q4	$388K	Buy	+7,750	New	+$383K	0.44%	55

Other funds holding SMMU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFGP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Williams & Novak's SMMU Position: Q2 2025 in Review

Williams & Novak sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q2 2025, closing a stake of 5,570 shares — an estimated $278K sold.

Williams & Novak first reported a position in SMMU in Q4 2023 and held it in 6 quarters. The position peaked at $448K in Q3 2024. 170 funds tracked by Wall St. Rank hold SMMU as of Q2 2025.

Williams & Novak reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Williams & Novak sold 5,570 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2025, an estimated $278K.
Williams & Novak first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2023 and held it in 6 quarters.
Williams & Novak's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $448K in Q3 2024.
170 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2025.

Based on Williams & Novak's 13F filing for Q2 2025, filed 24 Jul 2025.