Bank of America
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Bank of America’s VanEck Short Muni ETF SMB Stock Holding History

Bank of America’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
2023
Q2 		– Sell
-200,000
Closed -$3.4M – 7924
2023
Q1 		$3.4M Buy
+200,000
New +$3.38M ﹤0.01% 3894

Other funds holding SMB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Bank of America's SMB Position: Q1 2026 in Review

Bank of America reduced its VanEck Short Muni ETF (SMB) stake by 23% in Q1 2026, selling an estimated $8.14M and leaving 1,609,451 shares worth $27.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Bank of America first reported a position in SMB in Q2 2013 and has held it in 52 quarters since. The position peaked at $53.8M in Q4 2022. 102 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

  • Bank of America held 1,609,451 shares of VanEck Short Muni ETF worth $27.8M as of Q1 2026.
  • Bank of America sold 467,496 VanEck Short Muni ETF shares in Q1 2026, an estimated $8.14M.
  • VanEck Short Muni ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2105 holding.
  • Bank of America first reported a position in VanEck Short Muni ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's VanEck Short Muni ETF position peaked at $53.8M in Q4 2022.
  • 102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.