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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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