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

Sugarloaf 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
2021 Q1	–	Sell	-1,020	Closed	-$18K	–	781
2020 Q4	$18K	Hold	1,020	–	–	0.01%	399
2020 Q3	$18K	Hold	1,020	–	–	0.01%	377
2020 Q2	$18K	Hold	1,020	–	–	0.01%	370
2020 Q1	$18K	Hold	1,020	–	–	0.01%	351
2019 Q4	$18K	Buy	+1,020	New	+$18.1K	0.01%	388

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Sugarloaf Wealth Management's SMB Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q1 2021, closing a stake of 1,020 shares — an estimated $18K sold.

Sugarloaf Wealth Management first reported a position in SMB in Q4 2019 and held it in 5 quarters. The position peaked at $18K in Q4 2020. 95 funds tracked by Wall St. Rank hold SMB as of Q1 2021.

Sugarloaf Wealth Management reported no remaining VanEck Short Muni ETF position as of Q1 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,020 VanEck Short Muni ETF shares in Q1 2021, an estimated $18K.
Sugarloaf Wealth Management first reported a position in VanEck Short Muni ETF in Q4 2019 and held it in 5 quarters.
Sugarloaf Wealth Management's VanEck Short Muni ETF position peaked at $18K in Q4 2020.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.