Transce3nd’s VanEck Short Muni ETF SMB Stock Holding History

Transce3nd’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
2025 Q3	–	Sell	-10,731	Closed	-$185K	–	976
2025 Q2	$185K	Hold	10,731	–	–	0.08%	143
2025 Q1	$184K	Hold	10,731	–	–	0.08%	151
2024 Q4	$183K	Buy	+10,731	New	+$184K	0.06%	183

Other funds holding SMB

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Transce3nd's SMB Position: Q3 2025 in Review

Transce3nd sold out of VanEck Short Muni ETF (SMB) in Q3 2025, closing a stake of 10,731 shares — an estimated $185K sold.

Transce3nd first reported a position in SMB in Q4 2024 and held it in 3 quarters. The position peaked at $185K in Q2 2025. 92 funds tracked by Wall St. Rank hold SMB as of Q3 2025.

Transce3nd reported no remaining VanEck Short Muni ETF position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 10,731 VanEck Short Muni ETF shares in Q3 2025, an estimated $185K.
Transce3nd first reported a position in VanEck Short Muni ETF in Q4 2024 and held it in 3 quarters.
Transce3nd's VanEck Short Muni ETF position peaked at $185K in Q2 2025.
92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.