Wiser Wealth Management
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Wiser Wealth Management’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Wiser Wealth Management’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
Q3 		$594K Buy
+12,013
New +$602K 0.11% 43

Other funds holding SMMU

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Peoples Bank (Ohio)
Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return

Wiser Wealth Management's SMMU Position: Q3 2026 in Review

Wiser Wealth Management opened a new position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q3 2026: 12,013 shares worth $594K. The stake represents 0.11% of the portfolio and ranks #43 among its holdings.

62 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • Wiser Wealth Management held 12,013 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $594K as of Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund was a new Wiser Wealth Management position in Q3 2026.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.11% of Wiser Wealth Management's portfolio in Q3 2026, its #43 holding.
  • 62 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.