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

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 $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's ITM Position: Q3 2025 in Review

Cherry Tree Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2025, closing a stake of 699 shares — an estimated $31.8K sold.

Cherry Tree Wealth Management first reported a position in ITM in Q2 2023 and held it in 9 quarters. The position peaked at $32.9K in Q4 2023. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

Cherry Tree Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q3 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 699 VanEck Intermediate Muni ETF shares in Q3 2025, an estimated $31.8K.
Cherry Tree Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q2 2023 and held it in 9 quarters.
Cherry Tree Wealth Management's VanEck Intermediate Muni ETF position peaked at $32.9K in Q4 2023.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.