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

Gray 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
2023 Q4	–	Sell	-10,000	Closed	-$167K	–	136
2023 Q3	$167K	Hold	10,000	–	–	0.09%	129
2023 Q2	$168K	Hold	10,000	–	–	0.08%	132
2023 Q1	$170K	Hold	10,000	–	–	0.09%	123
2022 Q4	$169K	Hold	10,000	–	–	0.1%	115
2022 Q3	$166K	Hold	10,000	–	–	0.11%	107
2022 Q2	$171K	Hold	10,000	–	–	0.1%	109
2022 Q1	$171K	Hold	10,000	–	–	0.09%	125
2021 Q4	$179K	Hold	10,000	–	–	0.09%	128
2021 Q3	$180K	Hold	10,000	–	–	0.1%	120
2021 Q2	$181K	Hold	10,000	–	–	0.1%	118
2021 Q1	$180K	Hold	10,000	–	–	0.11%	108
2020 Q4	$181K	Hold	10,000	–	–	0.12%	105
2020 Q3	$181K	Hold	10,000	–	–	0.14%	96
2020 Q2	$180K	Hold	10,000	–	–	0.16%	93
2020 Q1	$174K	Buy	+10,000	New	+$177K	0.19%	81

Other funds holding SMB

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gray Wealth Management's SMB Position: Q4 2023 in Review

Gray Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q4 2023, closing a stake of 10,000 shares — an estimated $167K sold.

Gray Wealth Management first reported a position in SMB in Q1 2020 and held it in 15 quarters. The position peaked at $181K in Q2 2021. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

Gray Wealth Management reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
Gray Wealth Management sold 10,000 VanEck Short Muni ETF shares in Q4 2023, an estimated $167K.
Gray Wealth Management first reported a position in VanEck Short Muni ETF in Q1 2020 and held it in 15 quarters.
Gray Wealth Management's VanEck Short Muni ETF position peaked at $181K in Q2 2021.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

Based on Gray Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.