Bartlett & Co Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bartlett & Co 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
2021 Q4	–	Sell	-212	Closed	-$10.9K	–	641
2021 Q3	$10.9K	Hold	212	–	–	﹤0.01%	690
2021 Q2	$11K	Hold	212	–	–	﹤0.01%	676
2021 Q1	$10.9K	Hold	212	–	–	﹤0.01%	720
2020 Q4	$11.1K	Hold	212	–	–	﹤0.01%	722
2020 Q3	$10.9K	Hold	212	–	–	﹤0.01%	673
2020 Q2	$10.8K	Hold	212	–	–	﹤0.01%	670
2020 Q1	$10.4K	Hold	212	–	–	﹤0.01%	655
2019 Q4	$10.7K	Hold	212	–	–	﹤0.01%	723
2019 Q3	$10.7K	Sell	212 -264	-55%	-$13.3K	﹤0.01%	728
2019 Q2	$23.7K	Hold	476	–	–	﹤0.01%	517
2019 Q1	$23.2K	Hold	476	–	–	﹤0.01%	506
2018 Q4	$22.6K	Sell	476 -1	-0.2%	-$47	﹤0.01%	510
2018 Q3	$22.2K	Buy	477 +212	+80%	+$9.97K	﹤0.01%	533
2018 Q2	$12.5K	Hold	265	–	–	﹤0.01%	580
2018 Q1	$12.4K	Buy	+265	New	+$12.5K	﹤0.01%	589

Other funds holding ITM

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

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

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

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

DBT

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

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bartlett & Co Wealth Management's ITM Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2021, closing a stake of 212 shares — an estimated $10.9K sold.

Bartlett & Co Wealth Management first reported a position in ITM in Q1 2018 and held it in 15 quarters. The position peaked at $23.7K in Q2 2019. 184 funds tracked by Wall St. Rank hold ITM as of Q4 2021.

Bartlett & Co Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 212 VanEck Intermediate Muni ETF shares in Q4 2021, an estimated $10.9K.
Bartlett & Co Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2018 and held it in 15 quarters.
Bartlett & Co Wealth Management's VanEck Intermediate Muni ETF position peaked at $23.7K in Q2 2019.
184 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.