Great Diamond Partners’s VanEck Short Muni ETF SMB Stock Holding History

Great Diamond 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
2023 Q4	–	Sell	-10,000	Closed	-$167K	–	238
2023 Q3	$167K	Buy	+10,000	New	+$168K	0.05%	219

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

Great Diamond Partners's SMB Position: Q4 2023 in Review

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

Great Diamond Partners first reported a position in SMB in Q3 2023 and held it in 1 quarter. The position peaked at $167K in Q3 2023. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

Great Diamond Partners reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
Great Diamond Partners sold 10,000 VanEck Short Muni ETF shares in Q4 2023, an estimated $167K.
Great Diamond Partners first reported a position in VanEck Short Muni ETF in Q3 2023 and held it in 1 quarter.
Great Diamond Partners's VanEck Short Muni ETF position peaked at $167K in Q3 2023.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

Based on Great Diamond Partners's 13F filing for Q4 2023, filed 7 Feb 2024.