Independent Financial Group’s VanEck Short Muni ETF SMB Stock Holding History

Independent Financial Group’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	$3.22M	Buy	185,432 +140,955	+317%	+$2.44M	0.06%	329
2026 Q1	$769K	Sell	44,477 -78	-0.2%	-$1.36K	0.02%	721
2025 Q4	$776K	Buy	44,555 +2,000	+5%	+$34.7K	0.02%	712
2025 Q3	$741K	Buy	42,555 +1,750	+4%	+$30.3K	0.02%	707
2025 Q2	$704K	Buy	40,805 +552	+1%	+$9.43K	0.02%	651
2025 Q1	$690K	Buy	40,253 +25,318	+170%	+$434K	0.02%	597
2024 Q4	$255K	Buy	+14,935	New	+$257K	0.01%	965

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

Independent Financial Group's SMB Position: Q2 2026 in Review

Independent Financial Group increased its VanEck Short Muni ETF (SMB) stake by 317% in Q2 2026, buying an estimated $2.44M and bringing the position to 185,432 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #329.

Independent Financial Group first reported a position in SMB in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Independent Financial Group held 185,432 shares of VanEck Short Muni ETF worth $3.22M as of Q2 2026.
Independent Financial Group bought 140,955 VanEck Short Muni ETF shares in Q2 2026, an estimated $2.44M.
VanEck Short Muni ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #329 holding.
Independent Financial Group first reported a position in VanEck Short Muni ETF in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.