Shade Tree Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Shade Tree 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 Q1	–	Sell	-26,934	Closed	-$469K	–	38
2025 Q4	$469K	Buy	+26,934	New	+$468K	0.36%	22

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

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Shade Tree Advisors's SMB Position: Q1 2026 in Review

Shade Tree Advisors sold out of VanEck Short Muni ETF (SMB) in Q1 2026, closing a stake of 26,934 shares — an estimated $469K sold.

Shade Tree Advisors first reported a position in SMB in Q4 2025 and held it in 1 quarter. The position peaked at $469K in Q4 2025. 103 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

Shade Tree Advisors reported no remaining VanEck Short Muni ETF position as of Q1 2026 after selling out during the quarter.
Shade Tree Advisors sold 26,934 VanEck Short Muni ETF shares in Q1 2026, an estimated $469K.
Shade Tree Advisors first reported a position in VanEck Short Muni ETF in Q4 2025 and held it in 1 quarter.
Shade Tree Advisors's VanEck Short Muni ETF position peaked at $469K in Q4 2025.
103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.