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Anchor Investment Management’s VanEck Short Muni ETF SMB Stock Holding History

Anchor Investment Management’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.6K Hold
2,000
– – ﹤0.01% 644
2025
Q4 		$34.8K Hold
2,000
– – ﹤0.01% 651
2025
Q3 		$34.8K Hold
2,000
– – ﹤0.01% 643
2025
Q2 		$34.5K Buy
+2,000
New +$34.2K ﹤0.01% 631

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Anchor Investment Management's SMB Position: Q1 2026 in Review

Anchor Investment Management held its VanEck Short Muni ETF (SMB) position steady in Q1 2026 at 2,000 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Anchor Investment Management first reported a position in SMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $34.8K in Q3 2025. 103 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

  • Anchor Investment Management held 2,000 shares of VanEck Short Muni ETF worth $34.6K as of Q1 2026.
  • Anchor Investment Management left its VanEck Short Muni ETF share count unchanged in Q1 2026.
  • VanEck Short Muni ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #644 holding.
  • Anchor Investment Management first reported a position in VanEck Short Muni ETF in Q2 2025 and has held it in 4 quarters since.
  • Anchor Investment Management's VanEck Short Muni ETF position peaked at $34.8K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.