Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CTWM
Cherry Tree Wealth Management’s
VanEck Intermediate Muni ETF
ITM
Stock Holding History
Cherry Tree Wealth Management’s Portfolio
ITM Stock Details
ITM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-699
Closed
-$31.8K
–
598
2025
Q2
$31.8K
Hold
699
–
–
0.01%
289
2025
Q1
$31.8K
Hold
699
–
–
0.01%
296
2024
Q4
$32.2K
Hold
699
–
–
0.01%
291
2024
Q3
$32.8K
Hold
699
–
–
0.01%
292
2024
Q2
$32K
Hold
699
–
–
0.01%
286
2024
Q1
$32.5K
Hold
699
–
–
0.01%
279
2023
Q4
$32.9K
Hold
699
–
–
0.01%
270
2023
Q3
$30.8K
Hold
699
–
–
0.01%
261
2023
Q2
$32.2K
Buy
+699
New
+$32.2K
0.01%
256
Other funds holding ITM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CI
CX Institutional
Auburn, Indiana
$3.46B AUM
21.89%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
WJA
Willis Johnson & Associates
Houston, Texas
$1.72B AUM
16.93%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close