Moneta Group Investment Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Moneta Group Investment Advisors’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
2023 Q4	–	Sell	-10,729	Closed	-$179K	–	579
2023 Q3	$179K	Buy	+10,729	New	+$180K	﹤0.01%	497
2022 Q2	–	Sell	-49,284	Closed	-$843K	–	498
2022 Q1	$843K	Buy	49,284 +13,210	+37%	+$231K	0.03%	224
2021 Q4	$895K	Sell	36,074 -13,759	-28%	-$247K	0.04%	226
2021 Q3	$897K	Sell	49,833 -8,346	-14%	-$151K	0.04%	206
2021 Q2	$1.05M	Buy	58,179 +331	+0.6%	+$5.98K	0.05%	192
2021 Q1	$1.04M	Buy	+57,848	New	+$1.05M	0.06%	172
2020 Q1	–	Sell	-10,284	Closed	-$183K	–	286
2019 Q4	$183K	Buy	10,284 +112	+1%	+$1.99K	0.02%	242
2019 Q3	$180K	Buy	10,172 +56	+0.6%	+$995	0.02%	243
2019 Q2	$179K	Buy	+10,116	New	+$178K	0.02%	219
2018 Q2	–	Sell	-441	Closed	-$8K	–	602
2018 Q1	$8K	Buy	441 +374	+558%	+$6.46K	﹤0.01%	485
2017 Q4	$1K	Buy	+67	New	+$1.17K	﹤0.01%	438

Other funds holding SMB

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MHS

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneta Group Investment Advisors's SMB Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of VanEck Short Muni ETF (SMB) in Q4 2023, closing a stake of 10,729 shares — an estimated $179K sold.

Moneta Group Investment Advisors first reported a position in SMB in Q4 2017 and held it in 11 quarters. The position peaked at $1.05M in Q2 2021. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

Moneta Group Investment Advisors reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,729 VanEck Short Muni ETF shares in Q4 2023, an estimated $179K.
Moneta Group Investment Advisors first reported a position in VanEck Short Muni ETF in Q4 2017 and held it in 11 quarters.
Moneta Group Investment Advisors's VanEck Short Muni ETF position peaked at $1.05M in Q2 2021.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.