UBS AM’s VanEck Short Muni ETF SMB Stock Holding History

UBS AM’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	$86.8K	Sell	5,000 -2,405	-32%	-$41.6K	﹤0.01%	2845
2026 Q1	$128K	Sell	7,405 -1,179	-14%	-$20.5K	﹤0.01%	2805
2025 Q4	$149K	Buy	+8,584	New	+$149K	﹤0.01%	2488
2019 Q4	–	Sell	-14,121	Closed	-$250K	–	2790
2019 Q3	$250K	Sell	14,121 -26	-0.2%	-$462	﹤0.01%	2511
2019 Q2	$250K	Sell	14,147 -284	-2%	-$4.99K	﹤0.01%	2469
2019 Q1	$253K	Sell	14,431 -1,007	-7%	-$17.6K	﹤0.01%	2380
2018 Q4	$267K	Sell	15,438 -6,701	-30%	-$115K	﹤0.01%	2264
2018 Q3	$380K	Buy	22,139 +5,542	+33%	+$95.7K	﹤0.01%	2192
2018 Q2	$286K	Sell	16,597 -2,488	-13%	-$42.8K	﹤0.01%	2317
2018 Q1	$329K	Sell	19,085 -2,502	-12%	-$43.2K	﹤0.01%	2173
2017 Q4	$372K	Buy	+21,587	New	+$376K	﹤0.01%	2058
2017 Q3	–	Sell	-29	Closed	-$507	–	2552
2017 Q2	$507	Sell	29 -83	-74%	-$1.45K	﹤0.01%	2528
2017 Q1	$1.95K	Buy	+112	New	+$1.95K	﹤0.01%	2437

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

UBS AM's SMB Position: Q2 2026 in Review

UBS AM reduced its VanEck Short Muni ETF (SMB) stake by 32% in Q2 2026, selling an estimated $41.6K and leaving 5,000 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

UBS AM first reported a position in SMB in Q1 2017 and has held it in 13 quarters since. The position peaked at $380K in Q3 2018. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

UBS AM held 5,000 shares of VanEck Short Muni ETF worth $86.8K as of Q2 2026.
UBS AM sold 2,405 VanEck Short Muni ETF shares in Q2 2026, an estimated $41.6K.
VanEck Short Muni ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2845 holding.
UBS AM first reported a position in VanEck Short Muni ETF in Q1 2017 and has held it in 13 quarters since.
UBS AM's VanEck Short Muni ETF position peaked at $380K in Q3 2018.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.