Liberty Square Wealth Partners’s VanEck Short Muni ETF SMB Stock Holding History

Liberty Square Wealth Partners’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	$378K	Buy	21,764 +2	+0%	+$35	0.09%	89
2026 Q1	$376K	Sell	21,762 -193	-0.9%	-$3.36K	0.11%	90
2025 Q4	$382K	Sell	21,955 -11,074	-34%	-$192K	0.11%	91
2025 Q3	$575K	Buy	33,029 +520	+2%	+$9.02K	0.18%	74
2025 Q2	$561K	Hold	32,509	–	–	0.19%	71
2025 Q1	$557K	Buy	32,509 +652	+2%	+$11.2K	0.21%	71
2024 Q4	$547K	Buy	+31,857	New	+$547K	0.2%	73

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

Liberty Square Wealth Partners's SMB Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its VanEck Short Muni ETF (SMB) stake by 0.01% in Q2 2026, buying an estimated $35 and bringing the position to 21,764 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #89.

Liberty Square Wealth Partners first reported a position in SMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q3 2025. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Liberty Square Wealth Partners held 21,764 shares of VanEck Short Muni ETF worth $378K as of Q2 2026.
Liberty Square Wealth Partners bought 2 VanEck Short Muni ETF shares in Q2 2026, an estimated $35.
VanEck Short Muni ETF made up 0.09% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #89 holding.
Liberty Square Wealth Partners first reported a position in VanEck Short Muni ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's VanEck Short Muni ETF position peaked at $575K in Q3 2025.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.