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Baystate Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Baystate Wealth 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
2023
Q3 		– Sell
-280
Closed -$4.71K – 1088
2023
Q2 		$4.71K Buy
+280
New +$4.72K ﹤0.01% 708

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Baystate Wealth Management's SMB Position: Q3 2023 in Review

Baystate Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q3 2023, closing a stake of 280 shares — an estimated $4.71K sold.

Baystate Wealth Management first reported a position in SMB in Q2 2023 and held it in 1 quarter. The position peaked at $4.71K in Q2 2023. 94 funds tracked by Wall St. Rank hold SMB as of Q3 2023.

  • Baystate Wealth Management reported no remaining VanEck Short Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 280 VanEck Short Muni ETF shares in Q3 2023, an estimated $4.71K.
  • Baystate Wealth Management first reported a position in VanEck Short Muni ETF in Q2 2023 and held it in 1 quarter.
  • Baystate Wealth Management's VanEck Short Muni ETF position peaked at $4.71K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.