SMMU — Pimco Etf TRUST Short Term Mun Bd SHTRM MUN BOND

Ownership history in TD Capital Management LLC  ·  63 quarters on record

This page tracks every 13F SEC filing in which TD Capital Management LLC reported a position in Pimco Etf TRUST Short Term Mun Bd SHTRM MUN BOND (SMMU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.75% (2025 Q2)
Avg. % of fund
0.32%
First filed
2010 Q1
Last filed
2025 Q4
Quarters held
63
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 382,953 +18,607 +5.1% 1.71% $19.3M $50.20
2025 Q3 REDUCED 364,346 -4,463 -1.2% 1.66% $18.4M $49.86
2025 Q2 ADDED 368,809 +29,167 +8.6% 1.75% $18.5M $49.12
2025 Q1 ADDED 339,642 +83,655 +32.7% 1.72% $17.0M $48.64
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SMMU price (monthly, adj. close)

Other funds also holding SMMU

As of 2025 Q4 — sorted by position size

John A. Wolfe & Associates, Inc. 13.26% Biltmore Wealth Management, LLC 3Y 7Y 7.69% AIFG Consultants Ltd. 4.27% CarsonAllaria Wealth Management, Ltd. 3Y 2.43% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 2.23% Cedar Point Capital Partners, LLC 1.82% SITTNER & NELSON, LLC 3Y 1.55% CONDOR CAPITAL MANAGEMENT 3Y 7Y 1.06% EHRLICH FINANCIAL GROUP 1.04% Kelman-Lazarov, Inc. 3Y 7Y 1.0%
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