Valley Wealth Managers’s VanEck Short Muni ETF SMB Stock Holding History

Valley Wealth Managers’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	–	Sell	-2,407	Closed	-$41.6K	–	350
2026 Q1	$41.6K	Hold	2,407	–	–	﹤0.01%	223
2025 Q4	$41.9K	Hold	2,407	–	–	﹤0.01%	226
2025 Q3	$41.9K	Hold	2,407	–	–	﹤0.01%	214
2025 Q2	$41.5K	Hold	2,407	–	–	﹤0.01%	208
2025 Q1	$41.2K	Hold	2,407	–	–	﹤0.01%	215
2024 Q4	$41.1K	Hold	2,407	–	–	﹤0.01%	218
2024 Q3	$41.6K	Hold	2,407	–	–	﹤0.01%	224
2024 Q2	$40.9K	Hold	2,407	–	–	﹤0.01%	227
2024 Q1	$41K	Hold	2,407	–	–	﹤0.01%	222
2023 Q4	$41.1K	Hold	2,407	–	–	﹤0.01%	223
2023 Q3	$40.2K	Hold	2,407	–	–	﹤0.01%	228
2023 Q2	$40.5K	Hold	2,407	–	–	﹤0.01%	216
2023 Q1	$40.9K	Sell	2,407 -2,414	-50%	-$40.8K	﹤0.01%	227
2022 Q4	$81.4K	Hold	4,821	–	–	0.01%	204
2022 Q3	$80K	Hold	4,821	–	–	0.01%	216
2022 Q2	$82K	Buy	+4,821	New	+$81.7K	0.01%	226

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

Valley Wealth Managers's SMB Position: Q2 2026 in Review

Valley Wealth Managers sold out of VanEck Short Muni ETF (SMB) in Q2 2026, closing a stake of 2,407 shares — an estimated $41.6K sold.

Valley Wealth Managers first reported a position in SMB in Q2 2022 and held it in 16 quarters. The position peaked at $82K in Q2 2022. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Valley Wealth Managers reported no remaining VanEck Short Muni ETF position as of Q2 2026 after selling out during the quarter.
Valley Wealth Managers sold 2,407 VanEck Short Muni ETF shares in Q2 2026, an estimated $41.6K.
Valley Wealth Managers first reported a position in VanEck Short Muni ETF in Q2 2022 and held it in 16 quarters.
Valley Wealth Managers's VanEck Short Muni ETF position peaked at $82K in Q2 2022.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.