Milestone Advisory Partners’s VanEck Short Muni ETF SMB Stock Holding History

Milestone Advisory Partners’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
2022 Q4	–	Sell	-13,952	Closed	-$232K	–	77
2022 Q3	$232K	Sell	13,952 -1,463	-9%	-$24.8K	0.17%	64
2022 Q2	$264K	Hold	15,415	–	–	0.21%	56
2022 Q1	$264K	Hold	15,415	–	–	0.14%	70
2021 Q4	$276K	Sell	15,415 -39,085	-72%	-$701K	0.14%	75
2021 Q3	$981K	Buy	54,500 +8,095	+17%	+$146K	0.58%	33
2021 Q2	$838K	Buy	46,405 +22,500	+94%	+$406K	0.44%	36
2021 Q1	$431K	Hold	23,905	–	–	0.23%	38
2020 Q4	$433K	Hold	23,905	–	–	0.25%	39
2020 Q3	$431K	Hold	23,905	–	–	0.27%	33
2020 Q2	$431K	Hold	23,905	–	–	0.25%	35
2020 Q1	$415K	Hold	23,905	–	–	0.29%	25
2019 Q4	$425K	Hold	23,905	–	–	0.22%	35
2019 Q3	$423K	Hold	23,905	–	–	0.24%	35
2019 Q2	$423K	Buy	23,905 +5,875	+33%	+$103K	0.26%	32
2019 Q1	$317K	Hold	18,030	–	–	0.2%	39
2018 Q4	$312K	Hold	18,030	–	–	0.27%	32
2018 Q3	$310K	Hold	18,030	–	–	0.22%	38
2018 Q2	$311K	Hold	18,030	–	–	0.23%	37
2018 Q1	$310K	Buy	+18,030	New	+$311K	0.23%	37

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Milestone Advisory Partners's SMB Position: Q4 2022 in Review

Milestone Advisory Partners sold out of VanEck Short Muni ETF (SMB) in Q4 2022, closing a stake of 13,952 shares — an estimated $232K sold.

Milestone Advisory Partners first reported a position in SMB in Q1 2018 and held it in 19 quarters. The position peaked at $981K in Q3 2021. 108 funds tracked by Wall St. Rank hold SMB as of Q4 2022.

Milestone Advisory Partners reported no remaining VanEck Short Muni ETF position as of Q4 2022 after selling out during the quarter.
Milestone Advisory Partners sold 13,952 VanEck Short Muni ETF shares in Q4 2022, an estimated $232K.
Milestone Advisory Partners first reported a position in VanEck Short Muni ETF in Q1 2018 and held it in 19 quarters.
Milestone Advisory Partners's VanEck Short Muni ETF position peaked at $981K in Q3 2021.
108 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2022.

Based on Milestone Advisory Partners's 13F filing for Q4 2022, filed 24 Jan 2023.