SIAP
SMB icon

Sterling Investment Advisors (Pennsylvania)’s VanEck Short Muni ETF SMB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q2 		– Sell
-205
Closed -$4K – 567
2021
Q1 		$4K Hold
205
– – ﹤0.01% 465
2020
Q4 		$4K Hold
205
– – ﹤0.01% 415
2020
Q3 		$4K Buy
+205
New +$3.7K ﹤0.01% 395

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SMB Position: Q2 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of VanEck Short Muni ETF (SMB) in Q2 2021, closing a stake of 205 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SMB in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 93 funds tracked by Wall St. Rank hold SMB as of Q2 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining VanEck Short Muni ETF position as of Q2 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 205 VanEck Short Muni ETF shares in Q2 2021, an estimated $4K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in VanEck Short Muni ETF in Q3 2020 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s VanEck Short Muni ETF position peaked at $4K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2021, filed 29 Jul 2021.