MFG
SMB icon

MidWestOne Financial Group’s VanEck Short Muni ETF SMB Stock Holding History

MidWestOne Financial Group’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 		$3.6M Sell
206,858
-7,360
-3% -$128K 0.4% 51
2025
Q3 		$3.73M Buy
214,218
+10,314
+5% +$179K 0.45% 50
2025
Q2 		$3.52M Buy
203,904
+33,115
+19% +$566K 0.46% 50
2025
Q1 		$2.93M Sell
170,789
-382
-0.2% -$6.55K 0.42% 54
2024
Q4 		$2.93M Buy
171,171
+29,715
+21% +$510K 0.41% 53
2024
Q3 		$2.45M Buy
141,456
+9,978
+8% +$171K 0.34% 64
2024
Q2 		$2.24M Buy
131,478
+36,800
+39% +$624K 0.4% 60
2024
Q1 		$1.61M Sell
94,678
-16,540
-15% -$282K 0.29% 93
2023
Q4 		$1.9M Sell
111,218
-28,702
-21% -$484K 0.36% 69
2023
Q3 		$2.34M Buy
139,920
+500
+0.4% +$8.39K 0.53% 44
2023
Q2 		$2.35M Hold
139,420
– – 0.51% 45
2023
Q1 		$2.37M Buy
139,420
+12,415
+10% +$210K 0.54% 39
2022
Q4 		$2.14M Sell
127,005
-10,896
-8% -$182K 0.48% 37
2022
Q3 		$2.29M Buy
137,901
+54,467
+65% +$924K 0.58% 31
2022
Q2 		$1.43M Hold
83,434
– – 0.35% 61
2022
Q1 		$1.43M Sell
83,434
-46,909
-36% -$821K 0.31% 73
2021
Q4 		$2.33M Buy
130,343
+3,514
+3% +$63K 0.49% 39
2021
Q3 		$2.28M Hold
126,829
– – 0.53% 35
2021
Q2 		$2.29M Buy
126,829
+36,582
+41% +$661K 0.54% 39
2021
Q1 		$1.63M Buy
90,247
+31,001
+52% +$561K 0.39% 56
2020
Q4 		$1.07M Sell
59,246
-31,608
-35% -$571K 0.29% 83
2020
Q3 		$1.64M Buy
+90,854
New +$1.64M 0.54% 39
2020
Q2 		– Sell
-87,116
Closed -$1.51M – 177
2020
Q1 		$1.51M Sell
87,116
-7,769
-8% -$137K 0.56% 33
2019
Q4 		$1.69M Sell
94,885
-14,373
-13% -$255K 0.35% 47
2019
Q3 		$1.93M Hold
109,258
– – 0.6% 25
2019
Q2 		$1.93M Buy
+109,258
New +$1.92M 0.53% 31

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

MidWestOne Financial Group's SMB Position: Q4 2025 in Review

MidWestOne Financial Group reduced its VanEck Short Muni ETF (SMB) stake by 3.4% in Q4 2025, selling an estimated $128K and leaving 206,858 shares worth $3.6M. The position accounts for 0.4% of the portfolio, ranked #51.

MidWestOne Financial Group first reported a position in SMB in Q2 2019 and has held it in 26 quarters since. The position peaked at $3.73M in Q3 2025. 100 funds tracked by Wall St. Rank hold SMB as of Q4 2025.

  • MidWestOne Financial Group held 206,858 shares of VanEck Short Muni ETF worth $3.6M as of Q4 2025.
  • MidWestOne Financial Group sold 7,360 VanEck Short Muni ETF shares in Q4 2025, an estimated $128K.
  • VanEck Short Muni ETF made up 0.4% of MidWestOne Financial Group's portfolio in Q4 2025, its #51 holding.
  • MidWestOne Financial Group first reported a position in VanEck Short Muni ETF in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's VanEck Short Muni ETF position peaked at $3.73M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.