First Western Trust Bank’s VanEck Intermediate Muni ETF ITM Stock Holding History

First Western Trust Bank’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
2023 Q2	–	Sell	-6,719	Closed	-$312K	–	186
2023 Q1	$312K	Sell	6,719 -749	-10%	-$34.5K	0.02%	154
2022 Q4	$341K	Sell	7,468 -69	-0.9%	-$3.09K	0.02%	142
2022 Q3	$328K	Sell	7,537 -1	-0%	-$46	0.02%	128
2022 Q2	$341K	Sell	7,538 -9,189	-55%	-$420K	0.02%	131
2022 Q1	$791K	Buy	+16,727	New	+$824K	0.04%	101

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

First Western Trust Bank's ITM Position: Q2 2023 in Review

First Western Trust Bank sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2023, closing a stake of 6,719 shares — an estimated $312K sold.

First Western Trust Bank first reported a position in ITM in Q1 2022 and held it in 5 quarters. The position peaked at $791K in Q1 2022. 162 funds tracked by Wall St. Rank hold ITM as of Q2 2023.

First Western Trust Bank reported no remaining VanEck Intermediate Muni ETF position as of Q2 2023 after selling out during the quarter.
First Western Trust Bank sold 6,719 VanEck Intermediate Muni ETF shares in Q2 2023, an estimated $312K.
First Western Trust Bank first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and held it in 5 quarters.
First Western Trust Bank's VanEck Intermediate Muni ETF position peaked at $791K in Q1 2022.
162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2023.

Based on First Western Trust Bank's 13F filing for Q2 2023, filed 11 Aug 2023.