CMP
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Coston McIsaac & Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Coston McIsaac & Partners’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
2022
Q4 		– Sell
-241
Closed -$10K – 787
2022
Q3 		$10K Hold
241
– – ﹤0.01% 422
2022
Q2 		$11K Buy
+241
New +$11K 0.01% 266

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coston McIsaac & Partners's ITM Position: Q4 2022 in Review

Coston McIsaac & Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2022, closing a stake of 241 shares — an estimated $10K sold.

Coston McIsaac & Partners first reported a position in ITM in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 164 funds tracked by Wall St. Rank hold ITM as of Q4 2022.

  • Coston McIsaac & Partners reported no remaining VanEck Intermediate Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Coston McIsaac & Partners sold 241 VanEck Intermediate Muni ETF shares in Q4 2022, an estimated $10K.
  • Coston McIsaac & Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2022 and held it in 2 quarters.
  • Coston McIsaac & Partners's VanEck Intermediate Muni ETF position peaked at $11K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2022.

Based on Coston McIsaac & Partners's 13F filing for Q4 2022, filed 9 Feb 2023.