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Birchcreek Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Birchcreek 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
Q1 		– Sell
-792
Closed -$41K – 198
2020
Q4 		$41K Buy
+792
New +$40.8K 0.04% 240

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
UBS Group
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Birchcreek Wealth Management's ITM Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2021, closing a stake of 792 shares — an estimated $41K sold.

Birchcreek Wealth Management first reported a position in ITM in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 177 funds tracked by Wall St. Rank hold ITM as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 792 VanEck Intermediate Muni ETF shares in Q1 2021, an estimated $41K.
  • Birchcreek Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's VanEck Intermediate Muni ETF position peaked at $41K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.