Cypress Capital’s VanEck Short Muni ETF SMB Stock Holding History

Cypress Capital’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
2022 Q3	–	Sell	-11,313	Closed	-$193K	–	167
2022 Q2	$193K	Hold	11,313	–	–	0.03%	172
2022 Q1	$194K	Hold	11,313	–	–	0.02%	207
2021 Q4	$203K	Hold	11,313	–	–	0.02%	204
2021 Q3	$204K	Buy	+11,313	New	+$204K	0.03%	180
2021 Q2	–	Sell	-11,313	Closed	-$204K	–	108
2021 Q1	$204K	Buy	11,313 +10,770	+1,983%	+$195K	0.08%	64
2020 Q4	$10K	Sell	543 -11,313	-95%	-$204K	﹤0.01%	70
2020 Q3	$214K	Buy	+11,856	New	+$214K	0.1%	60
2019 Q4	$334K	Sell	18,782 -203	-1%	-$3.6K	0.14%	63
2019 Q3	$336K	Buy	+18,985	New	+$337K	0.15%	62
2019 Q2	–	Sell	-17,260	Closed	-$303K	–	69
2019 Q1	$303K	Hold	17,260	–	–	0.13%	69
2018 Q4	$299K	Buy	+17,260	New	+$297K	0.14%	68

Other funds holding SMB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

MHS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Cypress Capital's SMB Position: Q3 2022 in Review

Cypress Capital sold out of VanEck Short Muni ETF (SMB) in Q3 2022, closing a stake of 11,313 shares — an estimated $193K sold.

Cypress Capital first reported a position in SMB in Q4 2018 and held it in 11 quarters. The position peaked at $336K in Q3 2019. 109 funds tracked by Wall St. Rank hold SMB as of Q3 2022.

Cypress Capital reported no remaining VanEck Short Muni ETF position as of Q3 2022 after selling out during the quarter.
Cypress Capital sold 11,313 VanEck Short Muni ETF shares in Q3 2022, an estimated $193K.
Cypress Capital first reported a position in VanEck Short Muni ETF in Q4 2018 and held it in 11 quarters.
Cypress Capital's VanEck Short Muni ETF position peaked at $336K in Q3 2019.
109 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.