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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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MY Wealth Management's SMB Position: Q1 2026 in Review

MY Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q1 2026, closing a stake of 212,012 shares — an estimated $3.69M sold.

MY Wealth Management first reported a position in SMB in Q2 2025 and held it in 3 quarters. The position peaked at $4.41M in Q3 2025. 102 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

  • MY Wealth Management reported no remaining VanEck Short Muni ETF position as of Q1 2026 after selling out during the quarter.
  • MY Wealth Management sold 212,012 VanEck Short Muni ETF shares in Q1 2026, an estimated $3.69M.
  • MY Wealth Management first reported a position in VanEck Short Muni ETF in Q2 2025 and held it in 3 quarters.
  • MY Wealth Management's VanEck Short Muni ETF position peaked at $4.41M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.