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YHB Investment Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

YHB Investment Advisors’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 		$3.41M Buy
67,612
+9,925
+17% +$501K 0.22% 98
2026
Q1 		$2.91M Buy
57,687
+9,360
+19% +$474K 0.21% 100
2025
Q4 		$2.44M Buy
48,327
+8,280
+21% +$418K 0.17% 109
2025
Q3 		$2.03M Buy
40,047
+190
+0.5% +$9.57K 0.15% 120
2025
Q2 		$2M Buy
39,857
+5,197
+15% +$259K 0.15% 122
2025
Q1 		$1.73M Buy
34,660
+5,200
+18% +$260K 0.14% 130
2024
Q4 		$1.47M Buy
29,460
+10,880
+59% +$545K 0.12% 136
2024
Q3 		$938K Buy
18,580
+7,295
+65% +$366K 0.08% 153
2024
Q2 		$563K Sell
11,285
-1,560
-12% -$77.6K 0.05% 185
2024
Q1 		$641K Hold
12,845
– – 0.06% 177
2023
Q4 		$643K Sell
12,845
-790
-6% -$39K 0.06% 168
2023
Q3 		$667K Sell
13,635
-1,380
-9% -$68.1K 0.06% 165
2023
Q2 		$744K Sell
15,015
-2,300
-13% -$114K 0.07% 161
2023
Q1 		$862K Sell
17,315
-1,000
-5% -$49.6K 0.09% 149
2022
Q4 		$903K Sell
18,315
-6,815
-27% -$334K 0.1% 148
2022
Q3 		$1.23M Sell
25,130
-4,600
-15% -$228K 0.14% 130
2022
Q2 		$1.48M Sell
29,730
-3,100
-9% -$153K 0.16% 121
2022
Q1 		$1.64M Sell
32,830
-3,100
-9% -$157K 0.14% 128
2021
Q4 		$1.84M Buy
35,930
+2,350
+7% +$120K 0.15% 139
2021
Q3 		$1.72M Buy
33,580
+575
+2% +$29.6K 0.15% 132
2021
Q2 		$1.7M Buy
33,005
+1,180
+4% +$60.7K 0.14% 136
2021
Q1 		$1.64M Sell
31,825
-5,795
-15% -$298K 0.14% 140
2020
Q4 		$1.94M Sell
37,620
-600
-2% -$30.8K 0.18% 115
2020
Q3 		$1.96M Buy
+38,220
New +$1.96M 0.21% 106

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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 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

YHB Investment Advisors's SMMU Position: Q2 2026 in Review

YHB Investment Advisors increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 17% in Q2 2026, buying an estimated $501K and bringing the position to 67,612 shares worth $3.41M. The position accounts for 0.22% of the portfolio, ranked #98.

YHB Investment Advisors first reported a position in SMMU in Q3 2020 and has held it in 24 quarters since. 61 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

  • YHB Investment Advisors held 67,612 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $3.41M as of Q2 2026.
  • YHB Investment Advisors bought 9,925 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q2 2026, an estimated $501K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.22% of YHB Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • YHB Investment Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q3 2020 and has held it in 24 quarters since.
  • 61 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.