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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
Q3 		$2.93M Sell
59,348
-8,264
-12% -$414K 0.19% 107
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 $1.36B AUM 14.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

YHB Investment Advisors's SMMU Position: Q3 2026 in Review

YHB Investment Advisors reduced its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 12% in Q3 2026, selling an estimated $414K and leaving 59,348 shares worth $2.93M. The position accounts for 0.19% of the portfolio, ranked #107.

YHB Investment Advisors first reported a position in SMMU in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.41M in Q2 2026. 13 funds tracked by Wall St. Rank hold SMMU as of Q3 2026.

  • YHB Investment Advisors held 59,348 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $2.93M as of Q3 2026.
  • YHB Investment Advisors sold 8,264 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q3 2026, an estimated $414K.
  • PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up 0.19% of YHB Investment Advisors's portfolio in Q3 2026, its #107 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 25 quarters since.
  • YHB Investment Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $3.41M in Q2 2026.
  • 13 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.