BCP
ITM icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return