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Caldwell Trust’s VanEck Long Muni ETF MLN Stock Holding History

Caldwell Trust’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$4.42K – 739
2022
Q2 		$4.42K Hold
250
– – ﹤0.01% 687
2022
Q1 		$4.85K Hold
250
– – ﹤0.01% 692
2021
Q4 		$5.41K Buy
+250
New +$5.39K ﹤0.01% 674

Other funds holding MLN

AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Caldwell Trust's MLN Position: Q3 2022 in Review

Caldwell Trust sold out of VanEck Long Muni ETF (MLN) in Q3 2022, closing a stake of 250 shares — an estimated $4.42K sold.

Caldwell Trust first reported a position in MLN in Q4 2021 and held it in 3 quarters. The position peaked at $5.41K in Q4 2021. 53 funds tracked by Wall St. Rank hold MLN as of Q3 2022.

  • Caldwell Trust reported no remaining VanEck Long Muni ETF position as of Q3 2022 after selling out during the quarter.
  • Caldwell Trust sold 250 VanEck Long Muni ETF shares in Q3 2022, an estimated $4.42K.
  • Caldwell Trust first reported a position in VanEck Long Muni ETF in Q4 2021 and held it in 3 quarters.
  • Caldwell Trust's VanEck Long Muni ETF position peaked at $5.41K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2022.

Based on Caldwell Trust's 13F filing for Q3 2022, filed 1 Oct 2025.