Blue Chip Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Blue Chip Partners’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 Q1	–	Sell	-4,284	Closed	-$195K	–	174
2022 Q4	$195K	Buy	+4,284	New	+$192K	0.02%	137
2022 Q3	–	Sell	-3,776	Closed	-$172K	–	167
2022 Q2	$172K	Buy	3,776 +17	+0.5%	+$777	0.02%	137
2022 Q1	$178K	Buy	3,759 +16	+0.4%	+$789	0.02%	143
2021 Q4	$192K	Buy	3,743 +15	+0.4%	+$768	0.02%	139
2021 Q3	$191K	Buy	3,728 +15	+0.4%	+$778	0.03%	132
2021 Q2	$192K	Buy	3,713 +17	+0.5%	+$879	0.03%	125
2021 Q1	$189K	Buy	3,696 +21	+0.6%	+$1.08K	0.03%	122
2020 Q4	$191K	Buy	3,675 +17	+0.5%	+$875	0.03%	114
2020 Q3	$188K	Buy	+3,658	New	+$188K	0.03%	102

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

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

DBT

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Blue Chip Partners's ITM Position: Q1 2023 in Review

Blue Chip Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2023, closing a stake of 4,284 shares — an estimated $195K sold.

Blue Chip Partners first reported a position in ITM in Q3 2020 and held it in 9 quarters. The position peaked at $195K in Q4 2022. 169 funds tracked by Wall St. Rank hold ITM as of Q1 2023.

Blue Chip Partners reported no remaining VanEck Intermediate Muni ETF position as of Q1 2023 after selling out during the quarter.
Blue Chip Partners sold 4,284 VanEck Intermediate Muni ETF shares in Q1 2023, an estimated $195K.
Blue Chip Partners first reported a position in VanEck Intermediate Muni ETF in Q3 2020 and held it in 9 quarters.
Blue Chip Partners's VanEck Intermediate Muni ETF position peaked at $195K in Q4 2022.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2023.

Based on Blue Chip Partners's 13F filing for Q1 2023, filed 1 May 2023.