DWT
ITM icon

Dorsey & Whitney Trust’s VanEck Intermediate Muni ETF ITM Stock Holding History

Dorsey & Whitney Trust’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
2025
Q2 		– Sell
-6,186
Closed -$282K – 695
2025
Q1 		$282K Sell
6,186
-1,047
-14% -$48.2K 0.02% 534
2024
Q4 		$333K Buy
7,233
+191
+3% +$8.85K 0.02% 489
2024
Q3 		$331K Hold
7,042
– – 0.02% 490
2024
Q2 		$323K Hold
7,042
– – 0.02% 444
2024
Q1 		$328K Sell
7,042
-2,252
-24% -$105K 0.02% 451
2023
Q4 		$437K Sell
9,294
-3,501
-27% -$158K 0.03% 370
2023
Q3 		$564K Sell
12,795
-1,281
-9% -$58.3K 0.05% 287
2023
Q2 		$648K Sell
14,076
-1,306
-8% -$60.2K 0.05% 270
2023
Q1 		$715K Buy
15,382
+3,308
+27% +$153K 0.07% 246
2022
Q4 		$551K Buy
12,074
+1,416
+13% +$63.4K 0.05% 276
2022
Q3 		$464K Sell
10,658
-395
-4% -$18.1K 0.05% 301
2022
Q2 		$505K Buy
11,053
+110
+1% +$5.03K 0.05% 283
2022
Q1 		$518K Sell
10,943
-2,019
-16% -$99.5K 0.05% 300
2021
Q4 		$665K Buy
12,962
+387
+3% +$19.8K 0.06% 254
2021
Q3 		$644K Buy
12,575
+1,072
+9% +$55.6K 0.06% 249
2021
Q2 		$596K Sell
11,503
-2,173
-16% -$112K 0.06% 261
2021
Q1 		$701K Buy
13,676
+126
+0.9% +$6.51K 0.07% 228
2020
Q4 		$705K Hold
13,550
– – 0.08% 206
2020
Q3 		$694K Buy
13,550
+753
+6% +$38.8K 0.09% 187
2020
Q2 		$652K Buy
12,797
+554
+5% +$27.5K 0.09% 194
2020
Q1 		$602K Sell
12,243
-15,902
-57% -$796K 0.1% 173
2019
Q4 		$1.41M Hold
28,145
– – 0.19% 119
2019
Q3 		$1.42M Buy
+28,145
New +$1.42M 0.21% 109

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dorsey & Whitney Trust's ITM Position: Q2 2025 in Review

Dorsey & Whitney Trust sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 6,186 shares — an estimated $282K sold.

Dorsey & Whitney Trust first reported a position in ITM in Q3 2019 and held it in 23 quarters. The position peaked at $1.42M in Q3 2019. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

  • Dorsey & Whitney Trust reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 6,186 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $282K.
  • Dorsey & Whitney Trust first reported a position in VanEck Intermediate Muni ETF in Q3 2019 and held it in 23 quarters.
  • Dorsey & Whitney Trust's VanEck Intermediate Muni ETF position peaked at $1.42M in Q3 2019.
  • 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2025, filed 11 Aug 2025.