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LWM Advisory Services’s VanEck Short Muni ETF SMB Stock Holding History

LWM Advisory Services’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
2025
Q4 		– Sell
-52,187
Closed -$909K – 96
2025
Q3 		$909K Buy
+52,187
New +$905K 0.53% 37

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LWM Advisory Services's SMB Position: Q4 2025 in Review

LWM Advisory Services sold out of VanEck Short Muni ETF (SMB) in Q4 2025, closing a stake of 52,187 shares — an estimated $909K sold.

LWM Advisory Services first reported a position in SMB in Q3 2025 and held it in 1 quarter. The position peaked at $909K in Q3 2025. 100 funds tracked by Wall St. Rank hold SMB as of Q4 2025.

  • LWM Advisory Services reported no remaining VanEck Short Muni ETF position as of Q4 2025 after selling out during the quarter.
  • LWM Advisory Services sold 52,187 VanEck Short Muni ETF shares in Q4 2025, an estimated $909K.
  • LWM Advisory Services first reported a position in VanEck Short Muni ETF in Q3 2025 and held it in 1 quarter.
  • LWM Advisory Services's VanEck Short Muni ETF position peaked at $909K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.