Baldrige Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Baldrige Asset 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
2022 Q3	–	Sell	-22	Closed	-$1K	–	302
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	294
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	305
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	320
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	348
2021 Q2	$1K	Buy	+22	New	+$1.14K	﹤0.01%	346

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baldrige Asset Management's ITM Position: Q3 2022 in Review

Baldrige Asset Management sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2022, closing a stake of 22 shares — an estimated $1K sold.

Baldrige Asset Management first reported a position in ITM in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 157 funds tracked by Wall St. Rank hold ITM as of Q3 2022.

Baldrige Asset Management reported no remaining VanEck Intermediate Muni ETF position as of Q3 2022 after selling out during the quarter.
Baldrige Asset Management sold 22 VanEck Intermediate Muni ETF shares in Q3 2022, an estimated $1K.
Baldrige Asset Management first reported a position in VanEck Intermediate Muni ETF in Q2 2021 and held it in 5 quarters.
Baldrige Asset Management's VanEck Intermediate Muni ETF position peaked at $1K in Q2 2022.
157 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2022.

Based on Baldrige Asset Management's 13F filing for Q3 2022, filed 13 Oct 2022.