Cerity Partners’s VanEck Short Muni ETF SMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.95M Buy
228,882
+31,840
+16% +$550K 0.01% 915
2025
Q1
$3.38M Buy
197,042
+4,390
+2% +$75.2K 0.01% 889
2024
Q4
$3.29M Buy
192,652
+7,242
+4% +$124K 0.01% 885
2024
Q3
$3.21M Buy
185,410
+35,785
+24% +$619K 0.01% 883
2024
Q2
$2.54M Buy
149,625
+58,653
+64% +$997K 0.01% 817
2024
Q1
$1.55M Sell
90,972
-341,781
-79% -$5.82M ﹤0.01% 1086
2023
Q4
$7.4M Buy
432,753
+379,382
+711% +$6.48M 0.02% 429
2023
Q3
$891K Sell
53,371
-3,505
-6% -$58.5K ﹤0.01% 783
2023
Q2
$958K Buy
+56,876
New +$958K ﹤0.01% 938