Old Mission Capital’s VanEck Short Muni ETF SMB Stock Holding History

Old Mission Capital’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
2024 Q4	–	Sell	-24,831	Closed	-$429K	–	1153
2024 Q3	$429K	Buy	+24,831	New	+$426K	0.01%	813
2023 Q2	–	Sell	-15,620	Closed	-$266K	–	1524
2023 Q1	$266K	Buy	+15,620	New	+$264K	0.01%	1032
2022 Q2	–	Sell	-14,609	Closed	-$250K	–	1749
2022 Q1	$250K	Buy	+14,609	New	+$256K	0.01%	967
2021 Q2	–	Sell	-66,406	Closed	-$1.2M	–	1222
2021 Q1	$1.2M	Buy	+66,406	New	+$1.2M	0.07%	321

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MHS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Old Mission Capital's SMB Position: Q4 2024 in Review

Old Mission Capital sold out of VanEck Short Muni ETF (SMB) in Q4 2024, closing a stake of 24,831 shares — an estimated $429K sold.

Old Mission Capital first reported a position in SMB in Q1 2021 and held it in 4 quarters. The position peaked at $1.2M in Q1 2021. 91 funds tracked by Wall St. Rank hold SMB as of Q4 2024.

Old Mission Capital reported no remaining VanEck Short Muni ETF position as of Q4 2024 after selling out during the quarter.
Old Mission Capital sold 24,831 VanEck Short Muni ETF shares in Q4 2024, an estimated $429K.
Old Mission Capital first reported a position in VanEck Short Muni ETF in Q1 2021 and held it in 4 quarters.
Old Mission Capital's VanEck Short Muni ETF position peaked at $1.2M in Q1 2021.
91 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.