B. Riley Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,721
| Closed | -$260K | – | 1219 |
|
|
2025
Q1 | $260K | Sell |
5,721
-502
| -8% | -$23.1K | 0.01% | 1042 |
|
|
2024
Q4 | $287K | Buy |
6,223
+21
| +0.3% | +$973 | 0.01% | 882 |
|
|
2024
Q3 | $291K | Sell |
6,202
-972
| -14% | -$45.2K | 0.01% | 970 |
|
|
2024
Q2 | $329K | Sell |
7,174
-8,652
| -55% | -$397K | 0.01% | 986 |
|
|
2024
Q1 | $698K | Buy |
15,826
+6,773
| +75% | +$316K | 0.02% | 640 |
|
|
2023
Q4 | $426K | Sell |
9,053
-6,773
| -43% | -$305K | 0.01% | 901 |
|
|
2023
Q3 | $698K | Buy |
15,826
+7,241
| +84% | +$329K | 0.02% | 640 |
|
|
2023
Q2 | $396K | Sell |
8,585
-983
| -10% | -$45.3K | 0.01% | 978 |
|
|
2023
Q1 | $445K | Buy |
9,568
+156
| +2% | +$7.19K | 0.01% | 859 |
|
|
2022
Q4 | $429K | Buy |
9,412
+1,365
| +17% | +$61.1K | 0.01% | 853 |
|
|
2022
Q3 | $351K | Buy |
+8,047
| New | +$368K | 0.01% | 925 |
|
|
2018
Q4 | – | Sell |
-5,296
| Closed | -$247K | – | 701 |
|
|
2018
Q3 | $247K | Sell |
5,296
-1,522
| -22% | -$71.6K | 0.03% | 569 |
|
|
2018
Q2 | $322K | Buy |
6,818
+10
| +0.1% | +$469 | 0.04% | 440 |
|
|
2018
Q1 | $321K | Sell |
6,808
-18
| -0.3% | -$850 | 0.04% | 432 |
|
|
2017
Q4 | $329K | Sell |
6,826
-4,887
| -42% | -$235K | 0.04% | 413 |
|
|
2017
Q3 | $564K | Buy |
11,713
+1,096
| +10% | +$52.9K | 0.09% | 237 |
|
|
2017
Q2 | $508K | Hold |
10,617
| – | – | 0.09% | 249 |
|
|
2017
Q1 | $498K | Sell |
10,617
-46
| -0.4% | -$2.15K | 0.1% | 235 |
|
|
2016
Q4 | $496K | Sell |
10,663
-195
| -2% | -$9.23K | 0.1% | 230 |
|
|
2016
Q3 | $280K | Sell |
10,858
-354
| -3% | -$17.5K | 0.05% | 418 |
|
|
2016
Q2 | $284K | Buy |
11,212
+225
| +2% | +$11K | 0.06% | 409 |
|
|
2016
Q1 | $265K | Buy |
10,987
+5,285
| +93% | +$256K | 0.06% | 381 |
|
|
2015
Q4 | $274K | Sell |
5,702
-114
| -2% | -$5.4K | 0.06% | 394 |
|
|
2015
Q3 | $275K | Buy |
5,816
+295
| +5% | +$13.8K | 0.07% | 380 |
|
|
2015
Q2 | $257K | Buy |
5,521
+54
| +1% | +$2.53K | 0.06% | 381 |
|
|
2015
Q1 | $260K | Sell |
5,467
-4,833
| -47% | -$230K | 0.06% | 401 |
|
|
2014
Q4 | $2.68M | Buy |
10,300
+4,650
| +82% | +$219K | 0.06% | 445 |
|
|
2014
Q3 | $265K | Sell |
5,650
-5,650
| -50% | -$264K | 0.07% | 402 |
|
|
2014
Q2 | $263K | Buy |
11,300
+5,650
| +100% | +$261K | 0.06% | 360 |
|
|
2014
Q1 | $257K | Hold |
5,650
| – | – | 0.08% | 301 |
|
|
2013
Q4 | $249K | Hold |
5,650
| – | – | 0.08% | 287 |
|
|
2013
Q3 | $252K | Hold |
5,650
| – | – | 0.09% | 266 |
|
|
2013
Q2 | $249K | Buy |
+5,650
| New | +$263K | 0.08% | 268 |
|
Other funds holding ITM
CI
B. Riley Wealth Advisors's ITM Position: Q2 2025 in Review
B. Riley Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 5,721 shares — an estimated $260K sold.
B. Riley Wealth Advisors first reported a position in ITM in Q2 2013 and held it in 33 quarters. The position peaked at $2.68M in Q4 2014. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.
- B. Riley Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
- B. Riley Wealth Advisors sold 5,721 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $260K.
- B. Riley Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 33 quarters.
- B. Riley Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $2.68M in Q4 2014.
- 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.