BDO Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$902	Buy	20 +1	+5%	+$46	﹤0.01%	905
2023 Q1	$904	Hold	19	–	–	﹤0.01%	970
2022 Q4	$882	Sell	19 -950	-98%	-$42.5K	﹤0.01%	910
2022 Q3	$42K	Hold	969	–	–	0.01%	435
2022 Q2	$44K	Sell	969 -3,200	-77%	-$146K	0.01%	424
2022 Q1	$197K	Sell	4,169 -1,000	-19%	-$49.3K	0.02%	270
2021 Q4	$265K	Sell	5,169 -1,200	-19%	-$61.4K	0.03%	247
2021 Q3	$326K	Hold	6,369	–	–	0.04%	224
2021 Q2	$330K	Hold	6,369	–	–	0.04%	231
2021 Q1	$326K	Hold	6,369	–	–	0.04%	222
2020 Q4	$331K	Hold	6,369	–	–	0.05%	186
2020 Q3	$327K	Buy	6,369 +1	+0%	+$51	0.05%	169
2020 Q2	$324K	Buy	6,368 +18	+0.3%	+$895	0.06%	163
2020 Q1	$312K	Sell	6,350 -150	-2%	-$7.51K	0.06%	154
2019 Q4	$326K	Hold	6,500	–	–	0.08%	145
2019 Q3	$327K	Hold	6,500	–	–	0.08%	145
2019 Q2	$323K	Hold	6,500	–	–	0.09%	139
2019 Q1	$317K	Hold	6,500	–	–	0.09%	135
2018 Q4	$309K	Buy	+6,500	New	+$303K	0.11%	119

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

DBT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

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

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

BDO Wealth Advisors's ITM Position: Q2 2023 in Review

BDO Wealth Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 5.3% in Q2 2023, buying an estimated $46 and bringing the position to 20 shares worth $902. The position accounts for ﹤0.01% of the portfolio, ranked #905.

BDO Wealth Advisors first reported a position in ITM in Q4 2018 and has held it in 19 quarters since. The position peaked at $331K in Q4 2020. 162 funds tracked by Wall St. Rank hold ITM as of Q2 2023.

BDO Wealth Advisors held 20 shares of VanEck Intermediate Muni ETF worth $902 as of Q2 2023.
BDO Wealth Advisors bought 1 VanEck Intermediate Muni ETF share in Q2 2023, an estimated $46.
VanEck Intermediate Muni ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #905 holding.
BDO Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and has held it in 19 quarters since.
BDO Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $331K in Q4 2020.
162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.