MHS
M Holdings Securities’s VanEck Short Muni ETF SMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
675,266
+62,217
| +10% | +$1.07M | 2% | 10 |
|
|
2025
Q1 | $10.5M | Buy |
613,049
+45,078
| +8% | +$772K | 1.75% | 12 |
|
|
2024
Q4 | $9.71M | Sell |
567,971
-4,688
| -0.8% | -$80.1K | 1.57% | 15 |
|
|
2024
Q3 | $9.9M | Buy |
572,659
+41,642
| +8% | +$720K | 2.49% | 9 |
|
|
2024
Q2 | $9.03M | Buy |
531,017
+15,042
| +3% | +$256K | 1.17% | 18 |
|
|
2024
Q1 | $8.78M | Sell |
515,975
-611
| -0.1% | -$10.4K | 1.48% | 13 |
|
|
2023
Q4 | $8.83M | Buy |
516,586
+36,633
| +8% | +$626K | 1% | 21 |
|
|
2023
Q3 | $8.01M | Buy |
479,953
+175,552
| +58% | +$2.93M | 1.06% | 20 |
|
|
2023
Q2 | $5.13M | Sell |
304,401
-197,854
| -39% | -$3.33M | 1.06% | 14 |
|
|
2023
Q1 | $8.54M | Sell |
502,255
-19,497
| -4% | -$331K | 0.88% | 18 |
|
|
2022
Q4 | $8.81M | Sell |
521,752
-51,438
| -9% | -$868K | 0.93% | 26 |
|
|
2022
Q3 | $9.53M | Sell |
573,190
-135,314
| -19% | -$2.25M | 1.05% | 22 |
|
|
2022
Q2 | $12.1M | Sell |
708,504
-120,006
| -14% | -$2.05M | 1.23% | 18 |
|
|
2022
Q1 | $14.2M | Buy |
+828,510
| New | +$14.2M | 1.07% | 23 |
|
|
2021
Q2 | $4.66M | Buy |
+258,097
| New | +$4.66M | 0.46% | 55 |
|
|
2014
Q4 | – | Sell |
-9,158
| Closed | -$162K | – | 391 |
|
|
2014
Q3 | $162K | Buy |
+9,158
| New | +$162K | 0.09% | 213 |
|