Hill Island Financial’s VanEck Short Muni ETF SMB Stock Holding History

Hill Island Financial’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	-36,335	Closed	-$606K	–	74
2023 Q3	$606K	Buy	36,335 +172	+0.5%	+$2.89K	0.24%	33
2023 Q2	$609K	Buy	36,163 +99	+0.3%	+$1.67K	0.23%	34
2023 Q1	$609K	Buy	36,064 +63	+0.2%	+$1.06K	0.25%	35
2022 Q4	$608K	Buy	36,001 +39	+0.1%	+$652	0.26%	36
2022 Q3	$598K	Buy	35,962 +126	+0.4%	+$2.14K	0.28%	30
2022 Q2	$613K	Buy	35,836 +109	+0.3%	+$1.85K	0.27%	29
2022 Q1	$611K	Buy	35,727 +57	+0.2%	+$997	0.22%	31
2021 Q4	$639K	Buy	+35,670	New	+$640K	0.23%	32

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

Hill Island Financial's SMB Position: Q4 2023 in Review

Hill Island Financial sold out of VanEck Short Muni ETF (SMB) in Q4 2023, closing a stake of 36,335 shares — an estimated $606K sold.

Hill Island Financial first reported a position in SMB in Q4 2021 and held it in 8 quarters. The position peaked at $639K in Q4 2021. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

Hill Island Financial reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
Hill Island Financial sold 36,335 VanEck Short Muni ETF shares in Q4 2023, an estimated $606K.
Hill Island Financial first reported a position in VanEck Short Muni ETF in Q4 2021 and held it in 8 quarters.
Hill Island Financial's VanEck Short Muni ETF position peaked at $639K in Q4 2021.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

Based on Hill Island Financial's 13F filing for Q4 2023, filed 18 Jan 2024.