Principal Financial Group
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Principal Financial Group’s VanEck Short Muni ETF SMB Stock Holding History

Principal Financial Group’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
-26,851
Closed -$464K – 2247
2024
Q3 		$464K Hold
26,851
– – ﹤0.01% 1970
2024
Q2 		$456K Hold
26,851
– – ﹤0.01% 1980
2024
Q1 		$457K Hold
26,851
– – ﹤0.01% 2002
2023
Q4 		$459K Hold
26,851
– – ﹤0.01% 1967
2023
Q3 		$448K Hold
26,851
– – ﹤0.01% 1972
2023
Q2 		$452K Hold
26,851
– – ﹤0.01% 1977
2023
Q1 		$456K Hold
26,851
– – ﹤0.01% 1980
2022
Q4 		$453K Hold
26,851
– – ﹤0.01% 2003
2022
Q3 		$447K Hold
26,851
– – ﹤0.01% 1986
2022
Q2 		$459K Buy
26,851
+1,948
+8% +$33K ﹤0.01% 2077
2022
Q1 		$426K Buy
+24,903
New +$436K ﹤0.01% 2156

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Financial Group's SMB Position: Q4 2024 in Review

Principal Financial Group sold out of VanEck Short Muni ETF (SMB) in Q4 2024, closing a stake of 26,851 shares — an estimated $464K sold.

Principal Financial Group first reported a position in SMB in Q1 2022 and held it in 11 quarters. The position peaked at $464K in Q3 2024. 91 funds tracked by Wall St. Rank hold SMB as of Q4 2024.

  • Principal Financial Group reported no remaining VanEck Short Muni ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Financial Group sold 26,851 VanEck Short Muni ETF shares in Q4 2024, an estimated $464K.
  • Principal Financial Group first reported a position in VanEck Short Muni ETF in Q1 2022 and held it in 11 quarters.
  • Principal Financial Group's VanEck Short Muni ETF position peaked at $464K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2024.

Based on Principal Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.