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AIP
Ameritas Investment Partners’s
VanEck Short Muni ETF
SMB
Stock Holding History
Ameritas Investment Partners’s Portfolio
SMB Stock Details
SMB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$810K
Buy
46,809
+3,203
+7%
+$55.8K
0.02%
680
2025
Q4
$759K
Buy
43,606
+1,346
+3%
+$23.4K
0.02%
694
2025
Q3
$736K
Buy
42,260
+573
+1%
+$9.94K
0.02%
701
2025
Q2
$720K
Sell
41,687
-4,741
-10%
-$81K
0.02%
717
2025
Q1
$796K
Sell
46,428
-4,912
-10%
-$84.3K
0.03%
673
2024
Q4
$877K
Buy
51,340
+3,375
+7%
+$58K
0.03%
661
2024
Q3
$829K
Buy
47,965
+14,211
+42%
+$244K
0.03%
682
2024
Q2
$574K
Buy
33,754
+384
+1%
+$6.51K
0.02%
757
2024
Q1
$568K
Sell
33,370
-29
-0.1%
-$494
0.02%
770
2023
Q4
$571K
Buy
33,399
+1,697
+5%
+$28.6K
0.02%
763
2023
Q3
$529K
Buy
31,702
+3,325
+12%
+$55.8K
0.02%
753
2023
Q2
$478K
Buy
28,377
+2,066
+8%
+$34.8K
0.02%
780
2023
Q1
$447K
Buy
26,311
+6,355
+32%
+$107K
0.02%
794
2022
Q4
$337K
Buy
19,956
+14,327
+255%
+$240K
0.01%
884
2022
Q3
$93K
Buy
5,629
+8
+0.1%
+$136
﹤0.01%
1542
2022
Q2
$96K
Buy
5,621
+7
+0.1%
+$119
﹤0.01%
1541
2022
Q1
$96K
Buy
5,614
+877
+19%
+$15.3K
﹤0.01%
1687
2021
Q4
$84K
Buy
4,737
+2,411
+104%
+$43.2K
﹤0.01%
1789
2021
Q3
$41K
Buy
+2,326
New
+$42K
﹤0.01%
2294
2015
Q2
–
Sell
-866
Closed
-$15K
–
1215
2015
Q1
$15K
Buy
866
+1
+0.1%
+$18
﹤0.01%
1153
2014
Q4
$15K
Buy
+865
New
+$15.2K
﹤0.01%
1129
Other funds holding SMB
AF
Allworth Financial
Folsom, California
$24.7B AUM
15.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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