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 Q3	$4.46M	Buy	263,475 +4,570	+2%	+$78.5K	3.25%	9
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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MY Wealth Management's SMB Position: Q3 2026 in Review

MY Wealth Management increased its VanEck Short Muni ETF (SMB) stake by 1.8% in Q3 2026, buying an estimated $78.5K and bringing the position to 263,475 shares worth $4.46M. The position accounts for 3.25% of the portfolio, ranked #9.

MY Wealth Management first reported a position in SMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.49M in Q2 2026. 21 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

MY Wealth Management held 263,475 shares of VanEck Short Muni ETF worth $4.46M as of Q3 2026.
MY Wealth Management bought 4,570 VanEck Short Muni ETF shares in Q3 2026, an estimated $78.5K.
VanEck Short Muni ETF made up 3.25% of MY Wealth Management's portfolio in Q3 2026, its #9 holding.
MY Wealth Management first reported a position in VanEck Short Muni ETF in Q2 2025 and has held it in 5 quarters since.
MY Wealth Management's VanEck Short Muni ETF position peaked at $4.49M in Q2 2026.
21 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.