Benjamin F. Edwards & Company’s VanEck Intermediate Muni ETF ITM Stock Holding History

Benjamin F. Edwards & Company’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 Q4	–	Sell	-1,565	Closed	-$69K	–	2126
2023 Q3	$69K	Hold	1,565	–	–	﹤0.01%	995
2023 Q2	$72K	Hold	1,565	–	–	﹤0.01%	986
2023 Q1	$73K	Hold	1,565	–	–	﹤0.01%	997
2022 Q4	$71K	Hold	1,565	–	–	﹤0.01%	992
2022 Q3	$68K	Hold	1,565	–	–	﹤0.01%	971
2022 Q2	$71K	Hold	1,565	–	–	﹤0.01%	961
2022 Q1	$74K	Hold	1,565	–	–	﹤0.01%	935
2021 Q4	$80K	Hold	1,565	–	–	﹤0.01%	936
2021 Q3	$80K	Hold	1,565	–	–	﹤0.01%	906
2021 Q2	$81K	Hold	1,565	–	–	﹤0.01%	897
2021 Q1	$80K	Hold	1,565	–	–	﹤0.01%	889
2020 Q4	$81K	Hold	1,565	–	–	﹤0.01%	842
2020 Q3	$80K	Hold	1,565	–	–	0.01%	798
2020 Q2	$80K	Sell	1,565 -300	-16%	-$14.9K	0.01%	792
2020 Q1	$92K	Sell	1,865 -500	-21%	-$25K	0.01%	708
2019 Q4	$119K	Hold	2,365	–	–	0.01%	744
2019 Q3	$119K	Hold	2,365	–	–	0.01%	696
2019 Q2	$118K	Hold	2,365	–	–	0.01%	660
2019 Q1	$115K	Buy	2,365 +1,565	+196%	+$75.1K	0.01%	648
2018 Q4	$38K	Buy	800 +300	+60%	+$14K	﹤0.01%	899
2018 Q3	$23K	Hold	500	–	–	﹤0.01%	1075
2018 Q2	$24K	Hold	500	–	–	﹤0.01%	1044
2018 Q1	$24K	Hold	500	–	–	﹤0.01%	1019
2017 Q4	$24K	Hold	500	–	–	﹤0.01%	970
2017 Q3	$24K	Hold	500	–	–	﹤0.01%	932
2017 Q2	$24K	Buy	+500	New	+$23.8K	﹤0.01%	863

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

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

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Benjamin F. Edwards & Company's ITM Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2023, closing a stake of 1,565 shares — an estimated $69K sold.

Benjamin F. Edwards & Company first reported a position in ITM in Q2 2017 and held it in 26 quarters. The position peaked at $119K in Q4 2019. 182 funds tracked by Wall St. Rank hold ITM as of Q4 2023.

Benjamin F. Edwards & Company reported no remaining VanEck Intermediate Muni ETF position as of Q4 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,565 VanEck Intermediate Muni ETF shares in Q4 2023, an estimated $69K.
Benjamin F. Edwards & Company first reported a position in VanEck Intermediate Muni ETF in Q2 2017 and held it in 26 quarters.
Benjamin F. Edwards & Company's VanEck Intermediate Muni ETF position peaked at $119K in Q4 2019.
182 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.