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Carmichael Hill & Associates’s VanEck Intermediate Muni ETF ITM Stock Holding History

Carmichael Hill & Associates’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
2022
Q3 		– Sell
-4,651
Closed -$212K – 843
2022
Q2 		$212K Hold
4,651
– – 0.11% 150
2022
Q1 		$220K Buy
+4,651
New +$229K 0.1% 161

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmichael Hill & Associates's ITM Position: Q3 2022 in Review

Carmichael Hill & Associates sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2022, closing a stake of 4,651 shares — an estimated $212K sold.

Carmichael Hill & Associates first reported a position in ITM in Q1 2022 and held it in 2 quarters. The position peaked at $220K in Q1 2022. 156 funds tracked by Wall St. Rank hold ITM as of Q3 2022.

  • Carmichael Hill & Associates reported no remaining VanEck Intermediate Muni ETF position as of Q3 2022 after selling out during the quarter.
  • Carmichael Hill & Associates sold 4,651 VanEck Intermediate Muni ETF shares in Q3 2022, an estimated $212K.
  • Carmichael Hill & Associates first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and held it in 2 quarters.
  • Carmichael Hill & Associates's VanEck Intermediate Muni ETF position peaked at $220K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2022.

Based on Carmichael Hill & Associates's 13F filing for Q3 2022, filed 10 Nov 2022.