Carson Wealth (CWM LLC)’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $835K | Sell |
17,978
-915
| -5% | -$43.3K | ﹤0.01% | 1658 |
|
|
2025
Q4 | $891K | Sell |
18,893
-360
| -2% | -$16.9K | ﹤0.01% | 1562 |
|
|
2025
Q3 | $897K | Sell |
19,253
-7,823
| -29% | -$358K | ﹤0.01% | 1479 |
|
|
2025
Q2 | $1.23M | Hold |
27,076
| – | – | ﹤0.01% | 1152 |
|
|
2025
Q1 | $1.23M | Sell |
27,076
-6,258
| -19% | -$288K | ﹤0.01% | 1031 |
|
|
2024
Q4 | $1.54M | Buy |
33,334
+8,378
| +34% | +$388K | 0.01% | 888 |
|
|
2024
Q3 | $1.17M | Sell |
24,956
-1,742
| -7% | -$80.9K | 0.01% | 936 |
|
|
2024
Q2 | $1.22M | Hold |
26,698
| – | – | 0.01% | 803 |
|
|
2024
Q1 | $1.24M | Sell |
26,698
-2,385
| -8% | -$111K | 0.01% | 776 |
|
|
2023
Q4 | $1.37M | Sell |
29,083
-11,521
| -28% | -$519K | 0.01% | 684 |
|
|
2023
Q3 | $1.79M | Sell |
40,604
-344,451
| -89% | -$15.7M | 0.01% | 570 |
|
|
2023
Q2 | $17.7M | Buy |
385,055
+35,973
| +10% | +$1.66M | 0.11% | 171 |
|
|
2023
Q1 | $16.2M | Buy |
349,082
+15,111
| +5% | +$697K | 0.11% | 167 |
|
|
2022
Q4 | $15.2M | Buy |
333,971
+64,919
| +24% | +$2.91M | 0.11% | 161 |
|
|
2022
Q3 | $11.7M | Buy |
269,052
+23,752
| +10% | +$1.09M | 0.09% | 178 |
|
|
2022
Q2 | $11.2M | Buy |
245,300
+74,146
| +43% | +$3.39M | 0.09% | 181 |
|
|
2022
Q1 | $8.1M | Buy |
171,154
+59,463
| +53% | +$2.93M | 0.06% | 234 |
|
|
2021
Q4 | $5.73M | Buy |
+111,691
| New | +$5.72M | 0.04% | 282 |
|
|
2021
Q2 | $5.98M | Hold |
115,428
| – | – | 0.05% | 270 |
|
|
2021
Q1 | $5.98M | Hold |
115,428
| – | – | 0.05% | 270 |
|
|
2020
Q4 | $5.98M | Hold |
115,428
| – | – | 0.05% | 270 |
|
|
2020
Q3 | $5.98M | Hold |
115,428
| – | – | 0.05% | 270 |
|
|
2020
Q2 | $5.98M | Hold |
115,428
| – | – | 0.05% | 270 |
|
|
2020
Q1 | $5.98M | Hold |
115,428
| – | – | 0.05% | 270 |
|
|
2019
Q4 | $5.98M | Hold |
115,428
| – | – | 0.05% | 270 |
|
|
2019
Q3 | $5.98M | Hold |
115,428
| – | – | 0.05% | 270 |
|
|
2019
Q2 | $5.98M | Hold |
115,428
| – | – | 0.05% | 270 |
|
|
2019
Q1 | $5.98M | Buy |
+115,428
| New | +$5.54M | 0.05% | 270 |
|
|
2017
Q2 | – | Sell |
-487
| Closed | -$23K | – | 1247 |
|
|
2017
Q1 | $23K | Buy |
+487
| New | +$22.7K | ﹤0.01% | 581 |
|
|
2016
Q4 | – | Sell |
-713
| Closed | -$35K | – | 1136 |
|
|
2016
Q3 | $35K | Buy |
+713
| New | +$35.2K | ﹤0.01% | 476 |
|
Other funds holding ITM
CCWA
CI
TWIM
WJA
