IMPACTfolio’s VanEck Short Muni ETF SMB Stock Holding History

IMPACTfolio’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	$3.03M	Buy	174,525 +1,601	+0.9%	+$27.7K	1.14%	11
2026 Q1	$2.99M	Buy	172,924 +9,134	+6%	+$159K	1.27%	11
2025 Q4	$2.85M	Buy	163,790 +3,937	+2%	+$68.3K	1.2%	10
2025 Q3	$2.78M	Buy	159,853 +3,181	+2%	+$55.2K	1.2%	10
2025 Q2	$2.7M	Buy	156,672 +5,075	+3%	+$86.7K	1.28%	10
2025 Q1	$2.6M	Buy	151,597 +13,357	+10%	+$229K	1.37%	11
2024 Q4	$2.36M	Buy	138,240 +6,216	+5%	+$107K	1.23%	12
2024 Q3	$2.28M	Buy	132,024 +1,695	+1%	+$29.1K	1.18%	13
2024 Q2	$2.22M	Buy	130,329 +186	+0.1%	+$3.15K	1.24%	13
2024 Q1	$2.22M	Buy	130,143 +9,160	+8%	+$156K	1.34%	13
2023 Q4	$2.07M	Buy	120,983 +330	+0.3%	+$5.57K	1.35%	13
2023 Q3	$2.01M	Buy	120,653 +6,983	+6%	+$117K	1.45%	14
2023 Q2	$1.91M	Buy	113,670 +4,818	+4%	+$81.2K	1.52%	13
2023 Q1	$1.85M	Buy	108,852 +6,798	+7%	+$115K	1.55%	13
2022 Q4	$1.72M	Buy	102,054 +6,774	+7%	+$113K	1.6%	13
2022 Q3	$1.58M	Buy	95,280 +4,262	+5%	+$72.3K	1.55%	14
2022 Q2	$1.56M	Buy	+91,018	New	+$1.54M	1.47%	14

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

IMPACTfolio's SMB Position: Q2 2026 in Review

IMPACTfolio increased its VanEck Short Muni ETF (SMB) stake by 0.93% in Q2 2026, buying an estimated $27.7K and bringing the position to 174,525 shares worth $3.03M. The position accounts for 1.14% of the portfolio, ranked #11.

IMPACTfolio first reported a position in SMB in Q2 2022 and has held it in 17 quarters since. 106 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

IMPACTfolio held 174,525 shares of VanEck Short Muni ETF worth $3.03M as of Q2 2026.
IMPACTfolio bought 1,601 VanEck Short Muni ETF shares in Q2 2026, an estimated $27.7K.
VanEck Short Muni ETF made up 1.14% of IMPACTfolio's portfolio in Q2 2026, its #11 holding.
IMPACTfolio first reported a position in VanEck Short Muni ETF in Q2 2022 and has held it in 17 quarters since.
106 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on IMPACTfolio's 13F filing for Q2 2026, filed 22 Jul 2026.