DWM
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Darwin Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Darwin Wealth 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
2024
Q4 		– Sell
-1,136
Closed -$53.3K – 674
2024
Q3 		$53.3K Buy
+1,136
New +$52.8K 0.01% 230
2022
Q3 		– Sell
-5,276
Closed -$247K – 156
2022
Q2 		$247K Buy
5,276
+14
+0.3% +$640 0.05% 146
2022
Q1 		$249K Sell
5,262
-34
-0.6% -$1.68K 0.04% 152
2021
Q4 		$268K Sell
5,296
-784
-13% -$40.1K 0.04% 152
2021
Q3 		$312K Sell
6,080
-9
-0.1% -$467 0.05% 139
2021
Q2 		$316K Buy
6,089
+13
+0.2% +$672 0.05% 141
2021
Q1 		$311K Sell
6,076
-1,272
-17% -$65.7K 0.05% 135
2020
Q4 		$382K Sell
7,348
-1,158
-14% -$59.6K 0.07% 123
2020
Q3 		$436K Sell
8,506
-1,619
-16% -$83.4K 0.09% 107
2020
Q2 		$515K Sell
10,125
-4,567
-31% -$227K 0.13% 98
2020
Q1 		$721K Buy
14,692
+52
+0.4% +$2.6K 0.23% 73
2019
Q4 		$735K Buy
14,640
+44
+0.3% +$2.21K 0.2% 94
2019
Q3 		$734K Buy
14,596
+43
+0.3% +$2.17K 0.22% 89
2019
Q2 		$724K Buy
14,553
+1,066
+8% +$52.5K 0.22% 90
2019
Q1 		$658K Sell
13,487
-1,072
-7% -$51.4K 0.22% 89
2018
Q4 		$690K Buy
14,559
+30
+0.2% +$1.4K 0.48% 44
2018
Q3 		$682K Buy
14,529
+33
+0.2% +$1.55K 0.38% 51
2018
Q2 		$684K Buy
14,496
+32
+0.2% +$1.5K 0.44% 48
2018
Q1 		$680K Buy
14,464
+149
+1% +$7.03K 0.49% 44
2017
Q4 		$690K Buy
14,315
+1,272
+10% +$61.2K 0.3% 79
2017
Q3 		$627K Sell
13,043
-60
-0.5% -$2.9K 0.61% 42
2017
Q2 		$627K Sell
13,103
-2,039
-13% -$97.2K 0.35% 85
2017
Q1 		$710K Sell
15,142
-2,733
-15% -$128K 0.41% 70
2016
Q4 		$829K Sell
17,875
-2,446
-12% -$116K 0.56% 58
2016
Q3 		$999K Sell
20,321
-291
-1% -$14.4K 0.77% 53
2016
Q2 		$1.02M Buy
+20,612
New +$1.01M 0.87% 50

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
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Darwin Wealth Management's ITM Position: Q4 2024 in Review

Darwin Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2024, closing a stake of 1,136 shares — an estimated $53.3K sold.

Darwin Wealth Management first reported a position in ITM in Q2 2016 and held it in 26 quarters. The position peaked at $1.02M in Q2 2016. 174 funds tracked by Wall St. Rank hold ITM as of Q4 2024.

  • Darwin Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2024 after selling out during the quarter.
  • Darwin Wealth Management sold 1,136 VanEck Intermediate Muni ETF shares in Q4 2024, an estimated $53.3K.
  • Darwin Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q2 2016 and held it in 26 quarters.
  • Darwin Wealth Management's VanEck Intermediate Muni ETF position peaked at $1.02M in Q2 2016.
  • 174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2024.

Based on Darwin Wealth Management's 13F filing for Q4 2024, filed 15 Aug 2025.