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Transamerica Financial Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Transamerica Financial 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
2023
Q2 		– Sell
-1
Closed -$1K – 644
2023
Q1 		$1K Hold
1
– – ﹤0.01% 548
2022
Q4 		$1K Hold
1
– – ﹤0.01% 633
2022
Q3 		$1K Hold
1
– – ﹤0.01% 596
2022
Q2 		$1K Buy
+1
New +$17 ﹤0.01% 602
2020
Q3 		– Sell
-1
Closed -$1K – 427
2020
Q2 		$1K Buy
+1
New +$18 ﹤0.01% 470
2019
Q3 		– Sell
-1
Closed -$1K – 456
2019
Q2 		$1K Buy
+1
New +$18 ﹤0.01% 517
2019
Q1 		– Sell
-1
Closed -$1K – 397
2018
Q4 		$1K Hold
1
– – ﹤0.01% 476
2018
Q3 		$1K Hold
1
– – ﹤0.01% 473
2018
Q2 		$1K Hold
1
– – ﹤0.01% 456
2018
Q1 		$1K Hold
1
– – ﹤0.01% 420
2017
Q4 		$1K Hold
1
– – ﹤0.01% 396
2017
Q3 		$1K Hold
1
– – ﹤0.01% 390
2017
Q2 		$1K Hold
1
– – ﹤0.01% 368
2017
Q1 		$1K Hold
1
– – ﹤0.01% 363
2016
Q4 		$1K Hold
1
– – ﹤0.01% 400
2016
Q3 		$1K Buy
+1
New +$18 ﹤0.01% 403
2015
Q3 		– Sell
-5
Closed -$1K – 910
2015
Q2 		$1K Sell
5
-2,618
-100% -$45.6K ﹤0.01% 851
2015
Q1 		$47K Sell
2,623
-7,445
-74% -$131K ﹤0.01% 447
2014
Q4 		$177K Buy
10,068
+1,710
+20% +$30.1K 0.01% 277
2014
Q3 		$148K Buy
8,358
+727
+10% +$12.8K 0.01% 273
2014
Q2 		$135K Buy
7,631
+984
+15% +$17.3K 0.01% 295
2014
Q1 		$117K Buy
6,647
+1,412
+27% +$24.9K 0.01% 289
2013
Q4 		$93K Buy
5,235
+744
+17% +$13K 0.01% 281
2013
Q3 		$79K Buy
4,491
+84
+2% +$1.47K 0.01% 279
2013
Q2 		$78K Buy
+4,407
New +$78.1K 0.01% 248

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transamerica Financial Advisors's SMB Position: Q2 2023 in Review

Transamerica Financial Advisors sold out of VanEck Short Muni ETF (SMB) in Q2 2023, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in SMB in Q2 2013 and held it in 25 quarters. The position peaked at $177K in Q4 2014. 100 funds tracked by Wall St. Rank hold SMB as of Q2 2023.

  • Transamerica Financial Advisors reported no remaining VanEck Short Muni ETF position as of Q2 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 VanEck Short Muni ETF share in Q2 2023, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in VanEck Short Muni ETF in Q2 2013 and held it in 25 quarters.
  • Transamerica Financial Advisors's VanEck Short Muni ETF position peaked at $177K in Q4 2014.
  • 100 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2023.

Based on Transamerica Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.