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CAAS
Capital Asset Advisory Services’s
VanEck Short Muni ETF
SMB
Stock Holding History
Capital Asset Advisory Services’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
$336K
Hold
19,400
–
–
0.01%
224
2025
Q4
$337K
Buy
19,400
+1,900
+11%
+$33K
0.01%
221
2025
Q3
$305K
Sell
17,500
-2,300
-12%
-$39.9K
0.01%
234
2025
Q2
$341K
Hold
19,800
–
–
0.02%
214
2025
Q1
$339K
Buy
19,800
+5,600
+39%
+$96.1K
0.02%
207
2024
Q4
$243K
Hold
14,200
–
–
0.01%
280
2024
Q3
$245K
Hold
14,200
–
–
0.01%
282
2024
Q2
$242K
Sell
14,200
-1,000
-7%
-$17K
0.01%
282
2024
Q1
$257K
Hold
15,200
–
–
0.01%
267
2023
Q4
$260K
Hold
15,200
–
–
0.02%
252
2023
Q3
$254K
Hold
15,200
–
–
0.02%
266
2023
Q2
$256K
Hold
15,200
–
–
0.02%
281
2023
Q1
$258K
Hold
15,200
–
–
0.02%
290
2022
Q4
$257K
Buy
+15,200
New
+$254K
0.02%
300
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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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