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

Northwestern Mutual 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
2025
Q2 		– Sell
-2,262
Closed -$38.8K – 3969
2025
Q1 		$38.8K Hold
2,262
– – ﹤0.01% 2270
2024
Q4 		$38.7K Buy
+2,262
New +$38.9K ﹤0.01% 2269
2024
Q2 		– Sell
-906
Closed -$15.4K – 3797
2024
Q1 		$15.4K Buy
+906
New +$15.4K ﹤0.01% 2491
2019
Q2 		– Sell
-1,546
Closed -$27K – 2689
2019
Q1 		$27K Buy
+1,546
New +$27K ﹤0.01% 1598

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 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
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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMB Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q2 2025, closing a stake of 2,262 shares — an estimated $38.8K sold.

Northwestern Mutual Wealth Management first reported a position in SMB in Q1 2019 and held it in 4 quarters. The position peaked at $38.8K in Q1 2025. 94 funds tracked by Wall St. Rank hold SMB as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining VanEck Short Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,262 VanEck Short Muni ETF shares in Q2 2025, an estimated $38.8K.
  • Northwestern Mutual Wealth Management first reported a position in VanEck Short Muni ETF in Q1 2019 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's VanEck Short Muni ETF position peaked at $38.8K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.