Forvis Mazars Wealth Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Forvis Mazars Wealth Advisors’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
2024 Q3	–	Sell	-14,070	Closed	-$239K	–	441
2024 Q2	$239K	Sell	14,070 -3,964	-22%	-$67.2K	0.01%	378
2024 Q1	$307K	Sell	18,034 -24,346	-57%	-$415K	0.01%	346
2023 Q4	$724K	Sell	42,380 -9,913	-19%	-$167K	0.02%	235
2023 Q3	$873K	Sell	52,293 -45,699	-47%	-$767K	0.03%	217
2023 Q2	$1.65M	Sell	97,992 -25,450	-21%	-$429K	0.05%	179
2023 Q1	$2.1M	Sell	123,442 -10,459	-8%	-$177K	0.07%	145
2022 Q4	$2.26M	Buy	133,901 +18,268	+16%	+$306K	0.08%	133
2022 Q3	$1.92M	Buy	115,633 +22,691	+24%	+$385K	0.08%	142
2022 Q2	$1.59M	Buy	+92,942	New	+$1.57M	0.06%	147

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

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

MHS

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

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

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Forvis Mazars Wealth Advisors's SMB Position: Q3 2024 in Review

Forvis Mazars Wealth Advisors sold out of VanEck Short Muni ETF (SMB) in Q3 2024, closing a stake of 14,070 shares — an estimated $239K sold.

Forvis Mazars Wealth Advisors first reported a position in SMB in Q2 2022 and held it in 9 quarters. The position peaked at $2.26M in Q4 2022. 83 funds tracked by Wall St. Rank hold SMB as of Q3 2024.

Forvis Mazars Wealth Advisors reported no remaining VanEck Short Muni ETF position as of Q3 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 14,070 VanEck Short Muni ETF shares in Q3 2024, an estimated $239K.
Forvis Mazars Wealth Advisors first reported a position in VanEck Short Muni ETF in Q2 2022 and held it in 9 quarters.
Forvis Mazars Wealth Advisors's VanEck Short Muni ETF position peaked at $2.26M in Q4 2022.
83 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.