Creative Financial Designs’s VanEck Intermediate Muni ETF ITM Stock Holding History

Creative Financial Designs’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 Q2	–	Sell	-367	Closed	-$17K	–	1286
2022 Q1	$17K	Buy	367 +1	+0.3%	+$49	﹤0.01%	798
2021 Q4	$19K	Buy	366 +2	+0.5%	+$102	﹤0.01%	770
2021 Q3	$19K	Buy	364 +1	+0.3%	+$52	﹤0.01%	872
2021 Q2	$19K	Buy	363 +2	+0.6%	+$103	﹤0.01%	869
2021 Q1	$19K	Buy	361 +2	+0.6%	+$103	﹤0.01%	798
2020 Q4	$19K	Buy	359 +1	+0.3%	+$51	﹤0.01%	728
2020 Q3	$18K	Buy	+358	New	+$18.4K	﹤0.01%	675
2020 Q1	–	Sell	-1,972	Closed	-$99K	–	537
2019 Q4	$99K	Buy	1,972 +5	+0.3%	+$251	0.04%	194
2019 Q3	$99K	Buy	1,967 +4	+0.2%	+$202	0.05%	179
2019 Q2	$98K	Buy	1,963 +1,023	+109%	+$50.3K	0.05%	177
2019 Q1	$46K	Hold	940	–	–	0.03%	227
2018 Q4	$45K	Sell	940 -1	-0.1%	-$47	0.03%	204
2018 Q3	$44K	Hold	941	–	–	0.03%	244
2018 Q2	$44K	Buy	+941	New	+$44.2K	0.03%	252

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

DBT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

CAM

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

Creative Financial Designs's ITM Position: Q2 2022 in Review

Creative Financial Designs sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2022, closing a stake of 367 shares — an estimated $17K sold.

Creative Financial Designs first reported a position in ITM in Q2 2018 and held it in 14 quarters. The position peaked at $99K in Q4 2019. 169 funds tracked by Wall St. Rank hold ITM as of Q2 2022.

Creative Financial Designs reported no remaining VanEck Intermediate Muni ETF position as of Q2 2022 after selling out during the quarter.
Creative Financial Designs sold 367 VanEck Intermediate Muni ETF shares in Q2 2022, an estimated $17K.
Creative Financial Designs first reported a position in VanEck Intermediate Muni ETF in Q2 2018 and held it in 14 quarters.
Creative Financial Designs's VanEck Intermediate Muni ETF position peaked at $99K in Q4 2019.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.