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CFD
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
DBT
Dubuque Bank & Trust
Dubuque, Iowa
$748M AUM
12.31%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.8B AUM
29.42%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
CAM
Caprin Asset Management
Henrico, Virginia
$64.1M AUM
9.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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