CFS Investment Advisory Services’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	$444K	Sell	9,440 -540	-5%	-$25.5K	0.03%	261
2025 Q4	$471K	Buy	9,980 +3	+0%	+$141	0.03%	244
2025 Q3	$471K	Sell	9,977 -560	-5%	-$25.6K	0.03%	241
2025 Q2	$479K	Sell	10,537 -18,538	-64%	-$836K	0.04%	234
2025 Q1	$1.32M	Buy	29,075 +14,018	+93%	+$645K	0.12%	141
2024 Q4	$694K	Buy	15,057 +1,490	+11%	+$69K	0.06%	183
2024 Q3	$637K	Buy	13,567 +44	+0.3%	+$2.04K	0.05%	192
2024 Q2	$620K	Buy	13,523 +3,503	+35%	+$161K	0.05%	171
2024 Q1	$466K	Sell	10,020 -278	-3%	-$13K	0.08%	113
2023 Q4	$484K	Buy	10,298 +655	+7%	+$29.5K	0.09%	105
2023 Q3	$425K	Buy	9,643 +2,936	+44%	+$134K	0.07%	127
2023 Q2	$309K	Sell	6,707 -1,693	-20%	-$78.1K	0.04%	203
2023 Q1	$390K	Sell	8,400 -14,072	-63%	-$649K	0.07%	110
2022 Q4	$1.02M	Sell	22,472 -1,074,247	-98%	-$48.1M	0.23%	60
2022 Q3	$1.1M	Buy	1,096,719 +1,066,188	+3,492%	+$48.7M	0.25%	53
2022 Q2	$1.39M	Sell	30,531 -1,504,912	-98%	-$68.8M	0.21%	99
2022 Q1	$32K	Buy	1,535,443 +1,520,651	+10,280%	+$74.9M	0.14%	80
2021 Q4	$732K	Buy	+14,792	New	+$757K	0.1%	149