Tru Independence Asset Management 2’s VanEck Short Muni ETF SMB Stock Holding History

Tru Independence Asset Management 2’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
2022 Q2	–	Sell	-17,984	Closed	-$308K	–	93
2022 Q1	$308K	Sell	17,984 -34,451	-66%	-$603K	0.18%	66
2021 Q4	$939K	Buy	52,435 +8,426	+19%	+$151K	0.5%	44
2021 Q3	$792K	Buy	44,009 +14,388	+49%	+$260K	0.56%	37
2021 Q2	$535K	Buy	+29,621	New	+$535K	0.37%	62
2021 Q1	–	Sell	-1,440	Closed	-$26K	–	366
2020 Q4	$26K	Buy	+1,440	New	+$26K	0.02%	231

Other funds holding SMB

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Tru Independence Asset Management 2's SMB Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of VanEck Short Muni ETF (SMB) in Q2 2022, closing a stake of 17,984 shares — an estimated $308K sold.

Tru Independence Asset Management 2 first reported a position in SMB in Q4 2020 and held it in 5 quarters. The position peaked at $939K in Q4 2021. 102 funds tracked by Wall St. Rank hold SMB as of Q2 2022.

Tru Independence Asset Management 2 reported no remaining VanEck Short Muni ETF position as of Q2 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 17,984 VanEck Short Muni ETF shares in Q2 2022, an estimated $308K.
Tru Independence Asset Management 2 first reported a position in VanEck Short Muni ETF in Q4 2020 and held it in 5 quarters.
Tru Independence Asset Management 2's VanEck Short Muni ETF position peaked at $939K in Q4 2021.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.