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

Worth Asset 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
Q2 		$232K Sell
4,600
-200
-4% -$10.1K 0.07% 183
2026
Q1 		$242K Buy
+4,800
New +$243K 0.09% 163

Other funds holding SMMU

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Worth Asset Management's SMMU Position: Q2 2026 in Review

Worth Asset Management reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 4.2% in Q2 2026, selling an estimated $10.1K and leaving 4,600 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #183.

Worth Asset Management first reported a position in SMMU in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 33 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • Worth Asset Management held 4,600 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $232K as of Q2 2026.
  • Worth Asset Management sold 200 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $10.1K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.07% of Worth Asset Management's portfolio in Q2 2026, its #183 holding.
  • Worth Asset Management first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • Worth Asset Management's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $242K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.