Paradigm Financial Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Paradigm Financial 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
2021 Q4	$243K	Hold	13,590	–	–	0.05%	186
2021 Q3	$245K	Hold	13,590	–	–	0.06%	182
2021 Q2	$246K	Sell	13,590 -8,310	-38%	-$150K	0.05%	184
2021 Q1	$395K	Buy	+21,900	New	+$396K	0.1%	132

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Paradigm Financial Advisors's SMB Position: Q4 2021 in Review

Paradigm Financial Advisors held its VanEck Short Muni ETF (SMB) position steady in Q4 2021 at 13,590 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #186.

Paradigm Financial Advisors first reported a position in SMB in Q1 2021 and has held it in 4 quarters since. The position peaked at $395K in Q1 2021. 103 funds tracked by Wall St. Rank hold SMB as of Q4 2021.

Paradigm Financial Advisors held 13,590 shares of VanEck Short Muni ETF worth $243K as of Q4 2021.
Paradigm Financial Advisors left its VanEck Short Muni ETF share count unchanged in Q4 2021.
VanEck Short Muni ETF made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #186 holding.
Paradigm Financial Advisors first reported a position in VanEck Short Muni ETF in Q1 2021 and has held it in 4 quarters since.
Paradigm Financial Advisors's VanEck Short Muni ETF position peaked at $395K in Q1 2021.
103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.