MY Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

MY Wealth Management’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	$4.49M	Buy	+258,905	New	+$4.48M	3.16%	12
2026 Q1	–	Sell	-212,012	Closed	-$3.69M	–	35
2025 Q4	$3.69M	Sell	212,012 -40,901	-16%	-$710K	3.22%	13
2025 Q3	$4.41M	Sell	252,913 -328	-0.1%	-$5.69K	3.86%	9
2025 Q2	$4.37M	Buy	+253,241	New	+$4.33M	4.19%	9

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MY Wealth Management's SMB Position: Q2 2026 in Review

MY Wealth Management opened a new position in VanEck Short Muni ETF (SMB) in Q2 2026: 258,905 shares worth $4.49M. The stake represents 3.16% of the portfolio and ranks #12 among its holdings. This is a return to the name: MY Wealth Management previously reported a position in SMB as recently as Q4 2025.

MY Wealth Management first reported a position in SMB in Q2 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

MY Wealth Management held 258,905 shares of VanEck Short Muni ETF worth $4.49M as of Q2 2026.
VanEck Short Muni ETF was a new MY Wealth Management position in Q2 2026.
VanEck Short Muni ETF made up 3.16% of MY Wealth Management's portfolio in Q2 2026, its #12 holding.
MY Wealth Management first reported a position in VanEck Short Muni ETF in Q2 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.