H&H Retirement Design & Management’s VanEck Short Muni ETF SMB Stock Holding History

H&H Retirement Design & 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 Q2	$200K	Buy	+11,591	New	+$201K	0.09%	98

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

H&H Retirement Design & Management's SMB Position: Q2 2026 in Review

H&H Retirement Design & Management opened a new position in VanEck Short Muni ETF (SMB) in Q2 2026: 11,591 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #98 among its holdings.

104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

H&H Retirement Design & Management held 11,591 shares of VanEck Short Muni ETF worth $200K as of Q2 2026.
VanEck Short Muni ETF was a new H&H Retirement Design & Management position in Q2 2026.
VanEck Short Muni ETF made up 0.09% of H&H Retirement Design & Management's portfolio in Q2 2026, its #98 holding.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.