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Golden State Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Golden State Wealth 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
2026
Q1 		– Sell
-8,414
Closed -$146K – 1717
2025
Q4 		$146K Buy
8,414
+3,178
+61% +$55.2K 0.02% 442
2025
Q3 		$91.2K Sell
5,236
-2,311
-31% -$40.1K 0.01% 530
2025
Q2 		$130K Sell
7,547
-44
-0.6% -$752 0.02% 429
2025
Q1 		$130K Sell
7,591
-187
-2% -$3.21K 0.02% 396
2024
Q4 		$133K Buy
+7,778
New +$134K 0.02% 382

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Golden State Wealth Management's SMB Position: Q1 2026 in Review

Golden State Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q1 2026, closing a stake of 8,414 shares — an estimated $146K sold.

Golden State Wealth Management first reported a position in SMB in Q4 2024 and held it in 5 quarters. The position peaked at $146K in Q4 2025. 103 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

  • Golden State Wealth Management reported no remaining VanEck Short Muni ETF position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 8,414 VanEck Short Muni ETF shares in Q1 2026, an estimated $146K.
  • Golden State Wealth Management first reported a position in VanEck Short Muni ETF in Q4 2024 and held it in 5 quarters.
  • Golden State Wealth Management's VanEck Short Muni ETF position peaked at $146K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.