BOLTON SECURITIES CORPORATION’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

BOLTON SECURITIES CORPORATION’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	$494K	Buy	10,000 +3,000	+43%	+$150K	0.02%	613
2026 Q2	$354K	Buy	7,000 +1,000	+17%	+$50.4K	0.01%	708
2026 Q1	$303K	Hold	6,000	–	–	0.01%	686
2025 Q4	$303K	Buy	+6,000	New	+$303K	0.01%	662

Other funds holding SMMU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JAWA

John A. Wolfe & Associates Portage, Michigan $77.3M AUM 7.72% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SMMU Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 43% in Q3 2026, buying an estimated $150K and bringing the position to 10,000 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #613.

BOLTON SECURITIES CORPORATION first reported a position in SMMU in Q4 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

BOLTON SECURITIES CORPORATION held 10,000 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $494K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 3,000 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $150K.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #613 holding.
BOLTON SECURITIES CORPORATION first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
182 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.