Cozad Asset Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Cozad Asset 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
2020 Q4	–	Sell	-6,212	Closed	-$319K	–	331
2020 Q3	$319K	Hold	6,212	–	–	0.06%	243
2020 Q2	$316K	Buy	+6,212	New	+$309K	0.06%	237

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cozad Asset Management's ITM Position: Q4 2020 in Review

Cozad Asset Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2020, closing a stake of 6,212 shares — an estimated $319K sold.

Cozad Asset Management first reported a position in ITM in Q2 2020 and held it in 2 quarters. The position peaked at $319K in Q3 2020. 172 funds tracked by Wall St. Rank hold ITM as of Q4 2020.

Cozad Asset Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2020 after selling out during the quarter.
Cozad Asset Management sold 6,212 VanEck Intermediate Muni ETF shares in Q4 2020, an estimated $319K.
Cozad Asset Management first reported a position in VanEck Intermediate Muni ETF in Q2 2020 and held it in 2 quarters.
Cozad Asset Management's VanEck Intermediate Muni ETF position peaked at $319K in Q3 2020.
172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2020.

Based on Cozad Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.