Global Retirement Partners’s VanEck Short Muni ETF SMB Stock Holding History

Global Retirement Partners’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	$335K	Buy	+19,299	New	+$334K	0.01%	1255
2025 Q4	$378K	Buy	21,684 +19,299	+809%	+$335K	0.01%	1112
2025 Q3	$41.5K	Hold	2,385	–	–	﹤0.01%	2002
2025 Q2	$41.2K	Buy	+2,385	New	+$40.8K	﹤0.01%	1881
2024 Q4	$40.8K	Hold	2,385	–	–	﹤0.01%	1720
2024 Q3	$41.2K	Hold	2,385	–	–	﹤0.01%	1654
2024 Q2	$40.5K	Hold	2,385	–	–	﹤0.01%	1644
2024 Q1	$40.6K	Sell	2,385 -1,362	-36%	-$23.2K	﹤0.01%	1496
2023 Q4	$64K	Sell	3,747 -600	-14%	-$10.1K	﹤0.01%	1253
2023 Q3	$72.2K	Buy	4,347 +1,962	+82%	+$32.9K	﹤0.01%	1072
2023 Q2	$40.2K	Hold	2,385	–	–	﹤0.01%	1371
2023 Q1	$40.2K	Hold	2,385	–	–	﹤0.01%	1330
2022 Q4	$40.3K	Buy	+2,385	New	+$39.9K	﹤0.01%	1188
2020 Q3	–	Sell	-6,455	Closed	-$116K	–	1707
2020 Q2	$116K	Buy	+6,455	New	+$115K	0.02%	459

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

Global Retirement Partners's SMB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in VanEck Short Muni ETF (SMB) in Q2 2026: 19,299 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #1255 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SMB as recently as Q4 2025.

Global Retirement Partners first reported a position in SMB in Q2 2020 and has held it in 14 quarters since. The position peaked at $378K in Q4 2025. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Global Retirement Partners held 19,299 shares of VanEck Short Muni ETF worth $335K as of Q2 2026.
VanEck Short Muni ETF was a new Global Retirement Partners position in Q2 2026.
VanEck Short Muni ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1255 holding.
Global Retirement Partners first reported a position in VanEck Short Muni ETF in Q2 2020 and has held it in 14 quarters since.
Global Retirement Partners's VanEck Short Muni ETF position peaked at $378K in Q4 2025.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.