Stronghold Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Stronghold Wealth Management’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 Q2	$522K	Sell	30,072 -167	-0.6%	-$2.89K	0.7%	40
2026 Q1	$523K	Buy	30,239 +263	+0.9%	+$4.58K	0.79%	35
2025 Q4	$522K	Buy	+29,976	New	+$520K	0.77%	35

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

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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

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

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

Stronghold Wealth Management's SMB Position: Q2 2026 in Review

Stronghold Wealth Management reduced its VanEck Short Muni ETF (SMB) stake by 0.55% in Q2 2026, selling an estimated $2.89K and leaving 30,072 shares worth $522K. The position accounts for 0.7% of the portfolio, ranked #40.

Stronghold Wealth Management first reported a position in SMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $523K in Q1 2026. 103 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Stronghold Wealth Management held 30,072 shares of VanEck Short Muni ETF worth $522K as of Q2 2026.
Stronghold Wealth Management sold 167 VanEck Short Muni ETF shares in Q2 2026, an estimated $2.89K.
VanEck Short Muni ETF made up 0.7% of Stronghold Wealth Management's portfolio in Q2 2026, its #40 holding.
Stronghold Wealth Management first reported a position in VanEck Short Muni ETF in Q4 2025 and has held it in 3 quarters since.
Stronghold Wealth Management's VanEck Short Muni ETF position peaked at $523K in Q1 2026.
103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.