Integrated Wealth Concepts’s VanEck Short Muni ETF SMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
136,927
+20,442
| +18% | +$353K | 0.02% | 567 |
|
|
2025
Q1 | $2M | Sell |
116,485
-66,039
| -36% | -$1.13M | 0.02% | 577 |
|
|
2024
Q4 | $3.12M | Buy |
182,524
+112,903
| +162% | +$1.93M | 0.04% | 422 |
|
|
2024
Q3 | $1.2M | Sell |
69,621
-35,229
| -34% | -$609K | 0.01% | 729 |
|
|
2024
Q2 | $1.78M | Buy |
104,850
+2,558
| +3% | +$43.5K | 0.02% | 546 |
|
|
2024
Q1 | $1.74M | Buy |
102,292
+6,266
| +7% | +$107K | 0.03% | 567 |
|
|
2023
Q4 | $1.64M | Sell |
96,026
-41,973
| -30% | -$717K | 0.03% | 550 |
|
|
2023
Q3 | $2.3M | Buy |
137,999
+961
| +0.7% | +$16K | 0.04% | 407 |
|
|
2023
Q2 | $2.31M | Buy |
137,038
+15,914
| +13% | +$268K | 0.04% | 408 |
|
|
2023
Q1 | $2.06M | Buy |
121,124
+6,575
| +6% | +$112K | 0.04% | 396 |
|
|
2022
Q4 | $1.93M | Sell |
114,549
-40,610
| -26% | -$686K | 0.05% | 328 |
|
|
2022
Q3 | $2.58M | Sell |
155,159
-47,690
| -24% | -$793K | 0.08% | 227 |
|
|
2022
Q2 | $3.47M | Buy |
202,849
+150,190
| +285% | +$2.57M | 0.11% | 182 |
|
|
2022
Q1 | $901K | Sell |
52,659
-2,808
| -5% | -$48K | 0.03% | 420 |
|
|
2021
Q4 | $993K | Buy |
55,467
+372
| +0.7% | +$6.66K | 0.03% | 422 |
|
|
2021
Q3 | $992K | Sell |
55,095
-7,434
| -12% | -$134K | 0.03% | 384 |
|
|
2021
Q2 | $1.13M | Buy |
62,529
+9,602
| +18% | +$174K | 0.04% | 329 |
|
|
2021
Q1 | $954K | Buy |
52,927
+5,114
| +11% | +$92.2K | 0.04% | 303 |
|
|
2020
Q4 | $866K | Buy |
+47,813
| New | +$866K | 0.04% | 278 |
|