AllSquare Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

AllSquare Wealth Management’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$14.4K	Sell	309 -216	-41%	-$9.89K	0.01%	351
2025 Q2	$23.9K	Hold	525	–	–	0.01%	294
2025 Q1	$23.9K	Hold	525	–	–	0.01%	283
2024 Q4	$24.2K	Hold	525	–	–	0.01%	282
2024 Q3	$24.6K	Hold	525	–	–	0.01%	289
2024 Q2	$24.1K	Hold	525	–	–	0.01%	279
2024 Q1	$24.4K	Hold	525	–	–	0.01%	273
2023 Q4	$24.7K	Hold	525	–	–	0.02%	272
2023 Q3	$23.2K	Sell	525 -50	-9%	-$2.27K	0.02%	279
2023 Q2	$26.3K	Hold	575	–	–	0.02%	275
2023 Q1	$26.7K	Hold	575	–	–	0.02%	275
2022 Q4	$26.2K	Hold	575	–	–	0.02%	266
2022 Q3	$25K	Hold	575	–	–	0.02%	259
2022 Q2	$26K	Hold	575	–	–	0.02%	267
2022 Q1	$27K	Hold	575	–	–	0.02%	282
2021 Q4	$29K	Hold	575	–	–	0.02%	285
2021 Q3	$29K	Sell	575 -210	-27%	-$10.9K	0.02%	278
2021 Q2	$41K	Hold	785	–	–	0.02%	256
2021 Q1	$40K	Hold	785	–	–	0.02%	251
2020 Q4	$41K	Hold	785	–	–	0.03%	219
2020 Q3	$40K	Hold	785	–	–	0.03%	218
2020 Q2	$40K	Hold	785	–	–	0.03%	208
2020 Q1	$39K	Hold	785	–	–	0.03%	180
2019 Q4	$39K	Hold	785	–	–	0.03%	210
2019 Q3	$39K	Hold	785	–	–	0.03%	211
2019 Q2	$39K	Hold	785	–	–	0.03%	214
2019 Q1	$38K	Hold	785	–	–	0.03%	220
2018 Q4	$37K	Sell	785 -174	-18%	-$8.1K	0.03%	205
2018 Q3	$45K	Hold	959	–	–	0.03%	186
2018 Q2	$45K	Buy	959 +48	+5%	+$2.25K	0.03%	184
2018 Q1	$43K	Hold	911	–	–	0.03%	158
2017 Q4	$44K	Hold	911	–	–	0.03%	155
2017 Q3	$44K	Hold	911	–	–	0.04%	153
2017 Q2	$44K	Hold	911	–	–	0.04%	78
2017 Q1	$43K	Hold	911	–	–	0.04%	145
2016 Q4	$42K	Hold	911	–	–	0.04%	147
2016 Q3	$45K	Sell	911 -228	-20%	-$11.3K	0.04%	129
2016 Q2	$57K	Buy	1,139 +164	+17%	+$8.03K	0.06%	107
2016 Q1	$47K	Hold	975	–	–	0.05%	121
2015 Q4	$47K	Hold	975	–	–	0.05%	120
2015 Q3	$46K	Hold	975	–	–	0.05%	121
2015 Q2	$45K	Hold	975	–	–	0.04%	125
2015 Q1	$46K	Hold	975	–	–	0.04%	128
2014 Q4	$46K	Buy	+975	New	+$46K	0.04%	124

Other funds holding ITM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

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

AllSquare Wealth Management's ITM Position: Q3 2025 in Review

AllSquare Wealth Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 41% in Q3 2025, selling an estimated $9.89K and leaving 309 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #351.

AllSquare Wealth Management first reported a position in ITM in Q4 2014 and has held it in 44 quarters since. The position peaked at $57K in Q2 2016. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

AllSquare Wealth Management held 309 shares of VanEck Intermediate Muni ETF worth $14.4K as of Q3 2025.
AllSquare Wealth Management sold 216 VanEck Intermediate Muni ETF shares in Q3 2025, an estimated $9.89K.
VanEck Intermediate Muni ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #351 holding.
AllSquare Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2014 and has held it in 44 quarters since.
AllSquare Wealth Management's VanEck Intermediate Muni ETF position peaked at $57K in Q2 2016.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.