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Colonial Trust’s VanEck Long Muni ETF MLN Stock Holding History

Colonial Trust’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,431
Closed -$142K – 1116
2025
Q2 		$142K Buy
8,431
+3,567
+73% +$60.4K 0.02% 371
2025
Q1 		$84.2K Buy
4,864
+467
+11% +$8.26K 0.01% 448
2024
Q4 		$78.2K Buy
+4,397
New +$79.2K 0.01% 487

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Colonial Trust's MLN Position: Q3 2025 in Review

Colonial Trust sold out of VanEck Long Muni ETF (MLN) in Q3 2025, closing a stake of 8,431 shares — an estimated $142K sold.

Colonial Trust first reported a position in MLN in Q4 2024 and held it in 3 quarters. The position peaked at $142K in Q2 2025. 127 funds tracked by Wall St. Rank hold MLN as of Q3 2025.

  • Colonial Trust reported no remaining VanEck Long Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Colonial Trust sold 8,431 VanEck Long Muni ETF shares in Q3 2025, an estimated $142K.
  • Colonial Trust first reported a position in VanEck Long Muni ETF in Q4 2024 and held it in 3 quarters.
  • Colonial Trust's VanEck Long Muni ETF position peaked at $142K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2025.

Based on Colonial Trust's 13F filing for Q3 2025, filed 10 Nov 2025.