Blue Bell Private Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Blue Bell Private 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 Q4	–	Sell	-215	Closed	-$3.59K	–	734
2023 Q3	$3.59K	Hold	215	–	–	﹤0.01%	532
2023 Q2	$3.62K	Hold	215	–	–	﹤0.01%	534
2023 Q1	$3.65K	Hold	215	–	–	﹤0.01%	501
2022 Q4	$3.63K	Hold	215	–	–	﹤0.01%	509
2022 Q3	$4K	Hold	215	–	–	﹤0.01%	522
2022 Q2	$4K	Hold	215	–	–	﹤0.01%	564
2022 Q1	$4K	Hold	215	–	–	﹤0.01%	602
2021 Q4	$4K	Hold	215	–	–	﹤0.01%	578
2021 Q3	$4K	Hold	215	–	–	﹤0.01%	159
2021 Q2	$4K	Hold	215	–	–	﹤0.01%	165
2021 Q1	$4K	Buy	+215	New	+$3.89K	﹤0.01%	158

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Bell Private Wealth Management's SMB Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q4 2023, closing a stake of 215 shares — an estimated $3.59K sold.

Blue Bell Private Wealth Management first reported a position in SMB in Q1 2021 and held it in 11 quarters. The position peaked at $4K in Q3 2022. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 215 VanEck Short Muni ETF shares in Q4 2023, an estimated $3.59K.
Blue Bell Private Wealth Management first reported a position in VanEck Short Muni ETF in Q1 2021 and held it in 11 quarters.
Blue Bell Private Wealth Management's VanEck Short Muni ETF position peaked at $4K in Q3 2022.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.