M Holdings Securities’s VanEck Short Muni ETF SMB Stock Holding History

M Holdings Securities’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	$206K	Hold	11,854	–	–	0.03%	147
2026 Q1	$205K	Sell	11,854 -11,119	-48%	-$194K	0.01%	289
2025 Q4	$400K	Sell	22,973 -85,572	-79%	-$1.49M	0.03%	267
2025 Q3	$1.89M	Sell	108,545 -566,721	-84%	-$9.83M	0.4%	36
2025 Q2	$11.7M	Buy	675,266 +62,217	+10%	+$1.06M	2%	10
2025 Q1	$10.5M	Buy	613,049 +45,078	+8%	+$773K	1.75%	12
2024 Q4	$9.71M	Sell	567,971 -4,688	-0.8%	-$80.5K	1.57%	15
2024 Q3	$9.9M	Buy	572,659 +41,642	+8%	+$715K	2.49%	9
2024 Q2	$9.03M	Buy	531,017 +15,042	+3%	+$255K	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%	+$618K	1%	21
2023 Q3	$8.01M	Buy	479,953 +175,552	+58%	+$2.95M	1.06%	20
2023 Q2	$5.13M	Sell	304,401 -197,854	-39%	-$3.34M	1.06%	17
2023 Q1	$8.54M	Sell	502,255 -19,497	-4%	-$330K	0.88%	24
2022 Q4	$8.81M	Sell	521,752 -51,438	-9%	-$860K	0.93%	26
2022 Q3	$9.53M	Sell	573,190 -135,314	-19%	-$2.3M	1.05%	22
2022 Q2	$12.1M	Sell	708,504 -120,006	-14%	-$2.03M	1.23%	18
2022 Q1	$14.2M	Buy	+828,510	New	+$14.5M	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

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

M Holdings Securities's SMB Position: Q2 2026 in Review

M Holdings Securities held its VanEck Short Muni ETF (SMB) position steady in Q2 2026 at 11,854 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #147.

M Holdings Securities first reported a position in SMB in Q3 2014 and has held it in 20 quarters since. The position peaked at $14.2M in Q1 2022. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

M Holdings Securities held 11,854 shares of VanEck Short Muni ETF worth $206K as of Q2 2026.
M Holdings Securities left its VanEck Short Muni ETF share count unchanged in Q2 2026.
VanEck Short Muni ETF made up 0.03% of M Holdings Securities's portfolio in Q2 2026, its #147 holding.
M Holdings Securities first reported a position in VanEck Short Muni ETF in Q3 2014 and has held it in 20 quarters since.
M Holdings Securities's VanEck Short Muni ETF position peaked at $14.2M in Q1 2022.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.