Financial Architects (New Jersey)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-1,000	Closed	-$51K	–	507
2020 Q2	$51K	Hold	1,000	–	–	0.01%	417
2020 Q1	$49K	Hold	1,000	–	–	0.01%	389
2019 Q4	$50K	Hold	1,000	–	–	0.01%	429
2019 Q3	$50K	Hold	1,000	–	–	0.01%	439
2019 Q2	$50K	Hold	1,000	–	–	0.01%	514
2019 Q1	$49K	Hold	1,000	–	–	0.01%	614
2018 Q4	$47K	Buy	1,000 +496	+98%	+$23.1K	0.01%	559
2018 Q3	$23K	Hold	504	–	–	﹤0.01%	882
2018 Q2	$24K	Hold	504	–	–	﹤0.01%	762
2018 Q1	$24K	Sell	504 -114	-18%	-$5.38K	﹤0.01%	832
2017 Q4	$30K	Buy	618 +114	+23%	+$5.49K	0.01%	847
2017 Q3	$24K	Hold	504	–	–	﹤0.01%	918
2017 Q2	$24K	Buy	+504	New	+$24K	﹤0.01%	907

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

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

DBT

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

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Architects (New Jersey)'s ITM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2020, closing a stake of 1,000 shares — an estimated $51K sold.

Financial Architects (New Jersey) first reported a position in ITM in Q2 2017 and held it in 13 quarters. The position peaked at $51K in Q2 2020. 165 funds tracked by Wall St. Rank hold ITM as of Q3 2020.

Financial Architects (New Jersey) reported no remaining VanEck Intermediate Muni ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,000 VanEck Intermediate Muni ETF shares in Q3 2020, an estimated $51K.
Financial Architects (New Jersey) first reported a position in VanEck Intermediate Muni ETF in Q2 2017 and held it in 13 quarters.
Financial Architects (New Jersey)'s VanEck Intermediate Muni ETF position peaked at $51K in Q2 2020.
165 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.