Gladstone Institutional Advisory’s VanEck Short Muni ETF SMB Stock Holding History

Gladstone Institutional Advisory’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
2021 Q1	–	Sell	-10,126	Closed	-$183K	–	437
2020 Q4	$183K	Hold	10,126	–	–	0.04%	284
2020 Q3	$183K	Sell	10,126 -2,500	-20%	-$45.1K	0.04%	254
2020 Q2	$227K	Hold	12,626	–	–	0.06%	205
2020 Q1	$219K	Sell	12,626 -3,815	-23%	-$67.4K	0.06%	238
2019 Q4	$293K	Sell	16,441 -4,211	-20%	-$74.8K	0.07%	196
2019 Q3	$365K	Sell	20,652 -600	-3%	-$10.7K	0.09%	177
2019 Q2	$376K	Sell	21,252 -13,079	-38%	-$230K	0.11%	178
2019 Q1	$603K	Sell	34,331 -627	-2%	-$10.9K	0.22%	97
2018 Q4	$605K	Buy	+34,958	New	+$601K	0.35%	72

Other funds holding SMB

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

CCM

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

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Gladstone Institutional Advisory's SMB Position: Q1 2021 in Review

Gladstone Institutional Advisory sold out of VanEck Short Muni ETF (SMB) in Q1 2021, closing a stake of 10,126 shares — an estimated $183K sold.

Gladstone Institutional Advisory first reported a position in SMB in Q4 2018 and held it in 9 quarters. The position peaked at $605K in Q4 2018. 95 funds tracked by Wall St. Rank hold SMB as of Q1 2021.

Gladstone Institutional Advisory reported no remaining VanEck Short Muni ETF position as of Q1 2021 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,126 VanEck Short Muni ETF shares in Q1 2021, an estimated $183K.
Gladstone Institutional Advisory first reported a position in VanEck Short Muni ETF in Q4 2018 and held it in 9 quarters.
Gladstone Institutional Advisory's VanEck Short Muni ETF position peaked at $605K in Q4 2018.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2021, filed 17 May 2021.