Harbour Investments
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Harbour Investments’s VanEck Short Muni ETF SMB Stock Holding History

Harbour Investments’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 		$34.8K Hold
2,003
– – ﹤0.01% 2611
2026
Q1 		$34.7K Sell
2,003
-3,158
-61% -$55K ﹤0.01% 2546
2025
Q4 		$89.8K Buy
5,161
+28
+0.5% +$486 ﹤0.01% 1696
2025
Q3 		$89.4K Buy
5,133
+21
+0.4% +$364 ﹤0.01% 1623
2025
Q2 		$88.2K Buy
5,112
+21
+0.4% +$359 ﹤0.01% 1562
2025
Q1 		$87.2K Buy
5,091
+663
+15% +$11.4K ﹤0.01% 1504
2024
Q4 		$75.7K Buy
4,428
+26
+0.6% +$447 ﹤0.01% 1505
2024
Q3 		$76.1K Buy
4,402
+19
+0.4% +$326 ﹤0.01% 1464
2024
Q2 		$74.5K Buy
4,383
+131
+3% +$2.22K ﹤0.01% 1371
2024
Q1 		$72.4K Buy
4,252
+17
+0.4% +$290 ﹤0.01% 1353
2023
Q4 		$72.4K Buy
4,235
+15
+0.4% +$253 ﹤0.01% 1281
2023
Q3 		$70.4K Sell
4,220
-2,367
-36% -$39.7K ﹤0.01% 1190
2023
Q2 		$111K Buy
6,587
+24
+0.4% +$405 0.01% 1013
2023
Q1 		$112K Buy
6,563
+21
+0.3% +$355 0.01% 992
2022
Q4 		$110K Sell
6,542
-1,474
-18% -$24.7K 0.01% 970
2022
Q3 		$137K Hold
8,016
– – 0.01% 844
2022
Q2 		$137K Buy
+8,016
New +$136K 0.01% 844
2021
Q4 		$68K Buy
3,777
+3,532
+1,442% +$63.3K ﹤0.01% 1124
2021
Q3 		$4K Hold
245
– – ﹤0.01% 3102
2021
Q2 		$4K Hold
245
– – ﹤0.01% 3169
2021
Q1 		$4K Buy
+245
New +$4.43K ﹤0.01% 3015

Other funds holding SMB

Allworth Financial
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harbour Investments's SMB Position: Q2 2026 in Review

Harbour Investments held its VanEck Short Muni ETF (SMB) position steady in Q2 2026 at 2,003 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Harbour Investments first reported a position in SMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $137K in Q3 2022. 106 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Harbour Investments held 2,003 shares of VanEck Short Muni ETF worth $34.8K as of Q2 2026.
  • Harbour Investments left its VanEck Short Muni ETF share count unchanged in Q2 2026.
  • VanEck Short Muni ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2611 holding.
  • Harbour Investments first reported a position in VanEck Short Muni ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's VanEck Short Muni ETF position peaked at $137K in Q3 2022.
  • 106 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.