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MassMutual Private Wealth & Trust’s VanEck Short Muni ETF SMB Stock Holding History

MassMutual Private Wealth & Trust’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 		$5.6K Hold
323
– – ﹤0.01% 1632
2026
Q1 		$5.59K Sell
323
-10,853
-97% -$189K ﹤0.01% 1630
2025
Q4 		$195K Sell
11,176
-2,789
-20% -$48.4K 0.01% 453
2025
Q3 		$243K Buy
13,965
+13,642
+4,224% +$237K 0.01% 412
2025
Q2 		$5.58K Hold
323
– – ﹤0.01% 1596
2025
Q1 		$5.54K Hold
323
– – ﹤0.01% 1558
2024
Q4 		$5.52K Hold
323
– – ﹤0.01% 1494
2024
Q3 		$5.58K Sell
323
-45,577
-99% -$782K ﹤0.01% 1339
2024
Q2 		$780K Buy
45,900
+20,409
+80% +$346K 0.02% 262
2024
Q1 		$434K Sell
25,491
-2,058
-7% -$35.1K 0.01% 303
2023
Q4 		$471K Sell
27,549
-3,083
-10% -$52K 0.02% 297
2023
Q3 		$511K Sell
30,632
-53,557
-64% -$899K 0.02% 281
2023
Q2 		$1.42M Buy
84,189
+39,037
+86% +$658K 0.05% 205
2023
Q1 		$768K Buy
45,152
+3,075
+7% +$52K 0.03% 241
2022
Q4 		$710K Sell
42,077
-1,127
-3% -$18.9K 0.03% 251
2022
Q3 		$718K Sell
43,204
-48,814
-53% -$828K 0.03% 243
2022
Q2 		$1.57M Sell
92,018
-101,075
-52% -$1.71M 0.07% 194
2022
Q1 		$3.3M Buy
193,093
+1,401
+0.7% +$24.5K 0.12% 151
2021
Q4 		$3.43M Buy
191,692
+82,055
+75% +$1.47M 0.13% 154
2021
Q3 		$1.97M Buy
109,637
+5,946
+6% +$107K 0.08% 179
2021
Q2 		$1.87M Sell
103,691
-302
-0.3% -$5.45K 0.08% 178
2021
Q1 		$1.88M Buy
103,993
+48,152
+86% +$871K 0.09% 172
2020
Q4 		$1.01M Buy
55,841
+2,522
+5% +$45.6K 0.05% 211
2020
Q3 		$962K Sell
53,319
-22,662
-30% -$409K 0.06% 208
2020
Q2 		$1.37M Sell
75,981
-24,811
-25% -$441K 0.09% 177
2020
Q1 		$1.75M Buy
100,792
+10,416
+12% +$184K 0.14% 152
2019
Q4 		$1.61M Buy
90,376
+135
+0.1% +$2.4K 0.1% 176
2019
Q3 		$1.6M Sell
90,241
-26,777
-23% -$476K 0.11% 170
2019
Q2 		$2.07M Buy
117,018
+9
+0% +$158 0.14% 151
2019
Q1 		$2.05M Sell
117,009
-9,644
-8% -$168K 0.15% 147
2018
Q4 		$2.19M Buy
126,653
+123,681
+4,162% +$2.13M 0.19% 128
2018
Q3 		$51K Hold
2,972
– – ﹤0.01% 421
2018
Q2 		$51.3K Sell
2,972
-104
-3% -$1.79K ﹤0.01% 415
2018
Q1 		$53K Hold
3,076
– – ﹤0.01% 403
2017
Q4 		$53K Buy
+3,076
New +$53.6K ﹤0.01% 437
2014
Q4 		– Sell
-116,638
Closed -$2.06M – 747
2014
Q3 		$2.06M Buy
+116,638
New +$2.06M 0.41% 68

Other funds holding SMB

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its VanEck Short Muni ETF (SMB) position steady in Q2 2026 at 323 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

MassMutual Private Wealth & Trust first reported a position in SMB in Q3 2014 and has held it in 36 quarters since. The position peaked at $3.43M in Q4 2021. 37 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 323 shares of VanEck Short Muni ETF worth $5.6K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its VanEck Short Muni ETF share count unchanged in Q2 2026.
  • VanEck Short Muni ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1632 holding.
  • MassMutual Private Wealth & Trust first reported a position in VanEck Short Muni ETF in Q3 2014 and has held it in 36 quarters since.
  • MassMutual Private Wealth & Trust's VanEck Short Muni ETF position peaked at $3.43M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.