ORBA Wealth Advisors’s VanEck Short Muni ETF SMB Stock Holding History

ORBA Wealth 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
2026 Q2	$521K	Buy	30,023 +1,271	+4%	+$22K	0.45%	48
2026 Q1	$497K	Buy	28,752 +14,368	+100%	+$250K	0.59%	47
2025 Q4	$250K	Buy	+14,384	New	+$250K	0.22%	68

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ORBA Wealth Advisors's SMB Position: Q2 2026 in Review

ORBA Wealth Advisors increased its VanEck Short Muni ETF (SMB) stake by 4.4% in Q2 2026, buying an estimated $22K and bringing the position to 30,023 shares worth $521K. The position accounts for 0.45% of the portfolio, ranked #48.

ORBA Wealth Advisors first reported a position in SMB in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

ORBA Wealth Advisors held 30,023 shares of VanEck Short Muni ETF worth $521K as of Q2 2026.
ORBA Wealth Advisors bought 1,271 VanEck Short Muni ETF shares in Q2 2026, an estimated $22K.
VanEck Short Muni ETF made up 0.45% of ORBA Wealth Advisors's portfolio in Q2 2026, its #48 holding.
ORBA Wealth Advisors first reported a position in VanEck Short Muni ETF in Q4 2025 and has held it in 3 quarters since.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.