Strategic Financial Concepts’s VanEck Short Muni ETF SMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy	13,843 +256	+2%	+$4.46K	0.06%	254
2025 Q4	$237K	Buy	+13,587	New	+$236K	0.22%	101
2025 Q2	–	Sell	-14,619	Closed	-$251K	–	352
2025 Q1	$251K	Buy	14,619 +226	+2%	+$3.88K	0.05%	267
2024 Q4	$246K	Buy	+14,393	New	+$247K	0.05%	283
2024 Q3	–	Sell	-11,341	Closed	-$193K	–	658
2024 Q2	$193K	Buy	11,341 +290	+3%	+$4.92K	0.11%	126
2024 Q1	$188K	Buy	11,051 +39	+0.4%	+$665	0.05%	295
2023 Q4	$188K	Sell	11,012 -1,768	-14%	-$29.8K	0.11%	134
2023 Q3	$213K	Buy	12,780 +1,532	+14%	+$25.7K	0.07%	234
2023 Q2	$189K	Buy	11,248 +30	+0.3%	+$506	0.07%	237
2023 Q1	$191K	Buy	+11,218	New	+$190K	0.08%	223