Phillip James Consulting’s VanEck Short Muni ETF SMB Stock Holding History

Phillip James Consulting’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 Q3	$63.5K	Buy	+3,754	New	+$64.5K	0.04%	113

Other funds holding SMB

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Phillip James Consulting's SMB Position: Q3 2026 in Review

Phillip James Consulting opened a new position in VanEck Short Muni ETF (SMB) in Q3 2026: 3,754 shares worth $63.5K. The stake represents 0.04% of the portfolio and ranks #113 among its holdings.

88 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

Phillip James Consulting held 3,754 shares of VanEck Short Muni ETF worth $63.5K as of Q3 2026.
VanEck Short Muni ETF was a new Phillip James Consulting position in Q3 2026.
VanEck Short Muni ETF made up 0.04% of Phillip James Consulting's portfolio in Q3 2026, its #113 holding.
88 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.