Clean Yield Group’s VanEck Short Muni ETF SMB Stock Holding History

Clean Yield Group’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
2026 Q2	–	Sell	-2,216	Closed	-$38.3K	–	408
2026 Q1	$38.3K	Hold	2,216	–	–	0.01%	242
2025 Q4	$38.6K	Hold	2,216	–	–	0.01%	248
2025 Q3	$38.6K	Hold	2,216	–	–	0.01%	246
2025 Q2	$38.2K	Hold	2,216	–	–	0.01%	240
2025 Q1	$38K	Hold	2,216	–	–	0.01%	249
2024 Q4	$37.9K	Hold	2,216	–	–	0.01%	254
2024 Q3	$38.3K	Hold	2,216	–	–	0.01%	250
2024 Q2	$37.7K	Hold	2,216	–	–	0.01%	252
2024 Q1	$37.7K	Hold	2,216	–	–	0.01%	256
2023 Q4	$37.9K	Hold	2,216	–	–	0.02%	252
2023 Q3	$37.1K	Hold	2,216	–	–	0.02%	248
2023 Q2	$37.3K	Hold	2,216	–	–	0.02%	259
2023 Q1	$37.7K	Hold	2,216	–	–	0.02%	257
2022 Q4	$37.4K	Hold	2,216	–	–	0.02%	250
2022 Q3	$37K	Hold	2,216	–	–	0.02%	246
2022 Q2	$38K	Hold	2,216	–	–	0.02%	253
2022 Q1	$38K	Hold	2,216	–	–	0.01%	272
2021 Q4	$40K	Hold	2,216	–	–	0.01%	282
2021 Q3	$40K	Hold	2,216	–	–	0.01%	277
2021 Q2	$40K	Buy	+2,216	New	+$40K	0.01%	268
2021 Q1	–	Sell	-2,216	Closed	-$40K	–	334
2020 Q4	$40K	Hold	2,216	–	–	0.01%	264
2020 Q3	$40K	Buy	+2,216	New	+$40K	0.02%	236

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clean Yield Group's SMB Position: Q2 2026 in Review

Clean Yield Group sold out of VanEck Short Muni ETF (SMB) in Q2 2026, closing a stake of 2,216 shares — an estimated $38.3K sold.

Clean Yield Group first reported a position in SMB in Q3 2020 and held it in 22 quarters. The position peaked at $40K in Q4 2021. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Clean Yield Group reported no remaining VanEck Short Muni ETF position as of Q2 2026 after selling out during the quarter.
Clean Yield Group sold 2,216 VanEck Short Muni ETF shares in Q2 2026, an estimated $38.3K.
Clean Yield Group first reported a position in VanEck Short Muni ETF in Q3 2020 and held it in 22 quarters.
Clean Yield Group's VanEck Short Muni ETF position peaked at $40K in Q4 2021.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.