Integrated Wealth Concepts’s VanEck Short Muni ETF SMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$866K Sell
2025
Q2
$2.36M Buy
2025
Q1
$2M Sell
2024
Q4
$3.12M Buy
2024
Q3
$1.2M Sell
2024
Q2
$1.78M Buy
2024
Q1
$1.74M Buy
2023
Q4
$1.64M Sell
2023
Q3
$2.3M Buy
2023
Q2
$2.31M Buy
2023
Q1
$2.06M Buy
2022
Q4
$1.93M Sell
2022
Q3
$2.58M Sell
2022
Q2
$3.47M Buy
2022
Q1
$901K Sell
2021
Q4
$993K Buy
2021
Q3
$992K Sell
2021
Q2
$1.13M Buy
2021
Q1
$954K Buy
2020
Q4
$866K Buy