IFP Advisors’s VanEck Short Muni ETF SMB Stock Holding History

IFP Advisors’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	$121K	Hold	7,000	–	–	﹤0.01%	1842
2026 Q1	$121K	Hold	7,000	–	–	﹤0.01%	1711
2025 Q4	$122K	Sell	7,000 -50	-0.7%	-$868	﹤0.01%	1671
2025 Q3	$123K	Sell	7,050 -950	-12%	-$16.5K	﹤0.01%	1555
2025 Q2	$138K	Hold	8,000	–	–	﹤0.01%	1461
2025 Q1	$137K	Buy	+8,000	New	+$137K	﹤0.01%	1354
2016 Q4	–	Sell	-864	Closed	-$15K	–	4120
2016 Q3	$15K	Buy	864 +2	+0.2%	+$35	﹤0.01%	2601
2016 Q2	$15K	Buy	+862	New	+$15.2K	﹤0.01%	2547
2016 Q1	–	Sell	-856	Closed	-$15K	–	3291
2015 Q4	$15K	Buy	+856	New	+$15K	﹤0.01%	2342

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

IFP Advisors's SMB Position: Q2 2026 in Review

IFP Advisors held its VanEck Short Muni ETF (SMB) position steady in Q2 2026 at 7,000 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

IFP Advisors first reported a position in SMB in Q4 2015 and has held it in 9 quarters since. The position peaked at $138K in Q2 2025. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

IFP Advisors held 7,000 shares of VanEck Short Muni ETF worth $121K as of Q2 2026.
IFP Advisors left its VanEck Short Muni ETF share count unchanged in Q2 2026.
VanEck Short Muni ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1842 holding.
IFP Advisors first reported a position in VanEck Short Muni ETF in Q4 2015 and has held it in 9 quarters since.
IFP Advisors's VanEck Short Muni ETF position peaked at $138K in Q2 2025.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.