FIM
SMB icon

Freedom Investment Management’s VanEck Short Muni ETF SMB Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-48,922
Closed -$844K – 607
2025
Q2 		$844K Sell
48,922
-2,218
-4% -$37.9K 0.07% 295
2025
Q1 		$876K Sell
51,140
-26,771
-34% -$459K 0.07% 273
2024
Q4 		$1.33M Buy
77,911
+649
+0.8% +$11.1K 0.11% 174
2024
Q3 		$1.34M Sell
77,262
-1,802
-2% -$30.9K 0.11% 179
2024
Q2 		$1.34M Buy
79,064
+2,145
+3% +$36.4K 0.11% 176
2024
Q1 		$1.31M Buy
76,919
+258
+0.3% +$4.4K 0.1% 186
2023
Q4 		$1.31M Sell
76,661
-1,570
-2% -$26.5K 0.11% 176
2023
Q3 		$1.31M Buy
78,231
+1,466
+2% +$24.6K 0.16% 146
2023
Q2 		$1.29M Sell
76,765
-1,011
-1% -$17K 0.15% 178
2023
Q1 		$1.32M Buy
77,776
+2,365
+3% +$40K 0.15% 180
2022
Q4 		$1.27M Sell
75,411
-9,746
-11% -$163K 0.14% 196
2022
Q3 		$1.42M Sell
85,157
-875
-1% -$14.8K 0.16% 160
2022
Q2 		$1.47M Sell
86,032
-2,871
-3% -$48.6K 0.16% 174
2022
Q1 		$1.52M Buy
88,903
+2,868
+3% +$50.2K 0.14% 195
2021
Q4 		$1.54M Sell
86,035
-1,701
-2% -$30.5K 0.11% 237
2021
Q3 		$1.58M Buy
87,736
+4,622
+6% +$83.5K 0.12% 229
2021
Q2 		$1.5M Buy
83,114
+3,617
+5% +$65.3K 0.11% 224
2021
Q1 		$1.43M Buy
+79,497
New +$1.44M 0.11% 217
2018
Q2 		– Sell
-126,338
Closed -$2.18M – 1112
2018
Q1 		$2.18M Buy
126,338
+2,709
+2% +$46.8K 0.11% 160
2017
Q4 		$2.13M Sell
123,629
-7,744
-6% -$135K 0.11% 146
2017
Q3 		$2.3M Sell
131,373
-7,239
-5% -$127K 0.13% 116
2017
Q2 		$2.42M Sell
138,612
-8,896
-6% -$156K 0.14% 91
2017
Q1 		$2.57M Sell
147,508
-2,470
-2% -$43K 0.15% 87
2016
Q4 		$2.59M Sell
149,978
-4,733
-3% -$82.3K 0.16% 66
2016
Q3 		$2.73M Buy
154,711
+12,709
+9% +$225K 0.18% 60
2016
Q2 		$2.52M Buy
142,002
+8,686
+7% +$153K 0.17% 62
2016
Q1 		$2.35M Buy
133,316
+30,416
+30% +$535K 0.17% 66
2015
Q4 		$1.8M Buy
102,900
+83,392
+427% +$1.46M 0.14% 101
2015
Q3 		$480K Sell
19,508
-65,883
-77% -$1.15M 0.05% 333
2015
Q2 		$1.48M Buy
85,391
+10,076
+13% +$176K 0.15% 95
2015
Q1 		$1.32M Buy
75,315
+3,908
+5% +$68.8K 0.15% 100
2014
Q4 		$1.25M Sell
71,407
-1,065
-1% -$18.8K 0.16% 95
2014
Q3 		$1.28M Buy
72,472
+9,853
+16% +$174K 0.23% 74
2014
Q2 		$1.1M Buy
62,619
+10,373
+20% +$183K 0.19% 87
2014
Q1 		$919K Buy
52,246
+6,270
+14% +$111K 0.2% 80
2013
Q4 		$808K Sell
45,976
-8,636
-16% -$151K 0.2% 81
2013
Q3 		$956K Buy
+54,612
New +$953K 0.27% 60

Other funds holding SMB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Freedom Investment Management's SMB Position: Q3 2025 in Review

Freedom Investment Management sold out of VanEck Short Muni ETF (SMB) in Q3 2025, closing a stake of 48,922 shares — an estimated $844K sold.

Freedom Investment Management first reported a position in SMB in Q3 2013 and held it in 37 quarters. The position peaked at $2.73M in Q3 2016. 92 funds tracked by Wall St. Rank hold SMB as of Q3 2025.

  • Freedom Investment Management reported no remaining VanEck Short Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 48,922 VanEck Short Muni ETF shares in Q3 2025, an estimated $844K.
  • Freedom Investment Management first reported a position in VanEck Short Muni ETF in Q3 2013 and held it in 37 quarters.
  • Freedom Investment Management's VanEck Short Muni ETF position peaked at $2.73M in Q3 2016.
  • 92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.