MBM Wealth Consultants
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MBM Wealth Consultants’s VanEck Short Muni ETF SMB Stock Holding History

MBM Wealth Consultants’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 		– Sell
-252
Closed -$4.36K – 326
2026
Q1 		$4.36K Buy
+252
New +$4.39K ﹤0.01% 278
2024
Q4 		– Sell
-32,225
Closed -$557K – 112
2024
Q3 		$557K Sell
32,225
-905
-3% -$15.5K 0.18% 58
2024
Q2 		$565K Sell
33,130
-8,211
-20% -$139K 0.19% 58
2024
Q1 		$704K Sell
41,341
-398
-1% -$6.78K 0.25% 54
2023
Q4 		$712K Sell
41,739
-1,095
-3% -$18.5K 0.27% 54
2023
Q3 		$716K Sell
42,834
-23,373
-35% -$392K 0.31% 50
2023
Q2 		$1.11M Sell
66,207
-49,734
-43% -$838K 0.48% 26
2023
Q1 		$1.9M Hold
115,941
– – 0.78% 18
2022
Q4 		$1.96M Sell
115,941
-8,385
-7% -$140K 0.91% 17
2022
Q3 		$2.07M Sell
124,326
-67,665
-35% -$1.15M 1% 15
2022
Q2 		$3.28M Sell
191,991
-8,376
-4% -$142K 1.61% 14
2022
Q1 		$3.43M Buy
200,367
+3,253
+2% +$56.9K 1.42% 20
2021
Q4 		$3.53M Buy
197,114
+27,458
+16% +$492K 1.46% 22
2021
Q3 		$3.05M Buy
169,656
+4,083
+2% +$73.7K 1.39% 24
2021
Q2 		$2.99M Buy
165,573
+5,960
+4% +$108K 1.4% 22
2021
Q1 		$2.88M Buy
159,613
+9,213
+6% +$167K 1.46% 21
2020
Q4 		$2.72M Buy
150,400
+13,002
+9% +$235K 1.48% 22
2020
Q3 		$2.48M Buy
137,398
+1,544
+1% +$27.9K 1.58% 19
2020
Q2 		$2.45M Sell
135,854
-6,489
-5% -$115K 1.73% 17
2020
Q1 		$2.47M Buy
142,343
+34,114
+32% +$603K 2.05% 15
2019
Q4 		$1.93M Buy
108,229
+2,414
+2% +$42.9K 1.43% 21
2019
Q3 		$1.87M Buy
105,815
+1,830
+2% +$32.5K 1.47% 20
2019
Q2 		$1.84M Buy
103,985
+4,756
+5% +$83.6K 1.53% 18
2019
Q1 		$1.74M Buy
99,229
+11,888
+14% +$207K 1.53% 17
2018
Q4 		$1.51M Buy
+87,341
New +$1.5M 1.47% 20

Other funds holding SMB

Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MBM Wealth Consultants's SMB Position: Q2 2026 in Review

MBM Wealth Consultants sold out of VanEck Short Muni ETF (SMB) in Q2 2026, closing a stake of 252 shares — an estimated $4.36K sold.

MBM Wealth Consultants first reported a position in SMB in Q4 2018 and held it in 25 quarters. The position peaked at $3.53M in Q4 2021. 106 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • MBM Wealth Consultants reported no remaining VanEck Short Muni ETF position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 252 VanEck Short Muni ETF shares in Q2 2026, an estimated $4.36K.
  • MBM Wealth Consultants first reported a position in VanEck Short Muni ETF in Q4 2018 and held it in 25 quarters.
  • MBM Wealth Consultants's VanEck Short Muni ETF position peaked at $3.53M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.