OneDigital Investment Advisors’s VanEck Short Muni ETF SMB Stock Holding History

OneDigital Investment Advisors’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
2023 Q4	–	Sell	-12,872	Closed	-$215K	–	1145
2023 Q3	$215K	Sell	12,872 -2,017	-14%	-$33.9K	﹤0.01%	915
2023 Q2	$251K	Sell	14,889 -1,028	-6%	-$17.3K	0.01%	884
2023 Q1	$271K	Buy	15,917 +60	+0.4%	+$1.01K	0.01%	816
2022 Q4	$268K	Sell	15,857 -9,467	-37%	-$158K	0.01%	701
2022 Q3	$421K	Buy	25,324 +88	+0.3%	+$1.49K	0.02%	512
2022 Q2	$432K	Buy	25,236 +1,469	+6%	+$24.9K	0.02%	460
2022 Q1	$407K	Sell	23,767 -6,837	-22%	-$120K	0.02%	505
2021 Q4	$548K	Buy	30,604 +5,068	+20%	+$90.9K	0.02%	422
2021 Q3	$460K	Buy	+25,536	New	+$461K	0.02%	436

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MHS

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

OneDigital Investment Advisors's SMB Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of VanEck Short Muni ETF (SMB) in Q4 2023, closing a stake of 12,872 shares — an estimated $215K sold.

OneDigital Investment Advisors first reported a position in SMB in Q3 2021 and held it in 9 quarters. The position peaked at $548K in Q4 2021. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

OneDigital Investment Advisors reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 12,872 VanEck Short Muni ETF shares in Q4 2023, an estimated $215K.
OneDigital Investment Advisors first reported a position in VanEck Short Muni ETF in Q3 2021 and held it in 9 quarters.
OneDigital Investment Advisors's VanEck Short Muni ETF position peaked at $548K in Q4 2021.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.