Forvis Mazars Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,660
| Closed | -$338K | – | 392 |
|
|
2023
Q3 | $338K | Hold |
7,660
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $353K | Hold |
7,660
| – | – | 0.01% | 335 |
|
|
2023
Q1 | $356K | Sell |
7,660
-3,340
| -30% | -$154K | 0.01% | 309 |
|
|
2022
Q4 | $502K | Hold |
11,000
| – | – | 0.02% | 260 |
|
|
2022
Q3 | $479K | Hold |
11,000
| – | – | 0.02% | 257 |
|
|
2022
Q2 | $502K | Hold |
11,000
| – | – | 0.02% | 250 |
|
|
2022
Q1 | $521K | Hold |
11,000
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $564K | Hold |
11,000
| – | – | 0.02% | 172 |
|
|
2021
Q3 | $564K | Hold |
11,000
| – | – | 0.03% | 167 |
|
|
2021
Q2 | $570K | Hold |
11,000
| – | – | 0.03% | 162 |
|
|
2021
Q1 | $564K | Sell |
11,000
-1,152
| -9% | -$59.5K | 0.03% | 164 |
|
|
2020
Q4 | $632K | Buy |
12,152
+1,152
| +10% | +$59.3K | 0.03% | 185 |
|
|
2020
Q3 | $564K | Hold |
11,000
| – | – | 0.03% | 195 |
|
|
2020
Q2 | $560K | Hold |
11,000
| – | – | 0.04% | 183 |
|
|
2020
Q1 | $540K | Hold |
11,000
| – | – | 0.04% | 157 |
|
|
2019
Q4 | $553K | Hold |
11,000
| – | – | 0.04% | 180 |
|
|
2019
Q3 | $553K | Hold |
11,000
| – | – | 0.04% | 161 |
|
|
2019
Q2 | $547K | Hold |
11,000
| – | – | 0.04% | 156 |
|
|
2019
Q1 | $537K | Hold |
11,000
| – | – | 0.04% | 154 |
|
|
2018
Q4 | $522K | Hold |
11,000
| – | – | 0.05% | 133 |
|
|
2018
Q3 | $513K | Hold |
11,000
| – | – | 0.05% | 141 |
|
|
2018
Q2 | $518K | Sell |
11,000
-10,000
| -48% | -$469K | 0.05% | 138 |
|
|
2018
Q1 | $988K | Hold |
21,000
| – | – | 0.1% | 100 |
|
|
2017
Q4 | $1.01M | Hold |
21,000
| – | – | 0.1% | 99 |
|
|
2017
Q3 | $1.01M | Hold |
21,000
| – | – | 0.11% | 90 |
|
|
2017
Q2 | $1M | Hold |
21,000
| – | – | 0.11% | 92 |
|
|
2017
Q1 | $984K | Sell |
21,000
-947
| -4% | -$44.2K | 0.12% | 84 |
|
|
2016
Q4 | $1.02M | Sell |
21,947
-7,500
| -25% | -$355K | 0.13% | 81 |
|
|
2016
Q3 | $1.45M | Hold |
29,447
| – | – | 0.2% | 62 |
|
|
2016
Q2 | $1.46M | Hold |
29,447
| – | – | 0.22% | 62 |
|
|
2016
Q1 | $1.43M | Hold |
29,447
| – | – | 0.23% | 58 |
|
|
2015
Q4 | $1.41M | Hold |
29,447
| – | – | 0.21% | 59 |
|
|
2015
Q3 | $1.39M | Sell |
29,447
-1,250
| -4% | -$58.3K | 0.25% | 53 |
|
|
2015
Q2 | $1.42M | Sell |
30,697
-23
| -0.1% | -$1.08K | 0.21% | 60 |
|
|
2015
Q1 | $1.46M | Buy |
+30,720
| New | +$1.46M | 0.21% | 60 |
|
Other funds holding ITM
HB
CI
Forvis Mazars Wealth Advisors's ITM Position: Q4 2023 in Review
Forvis Mazars Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2023, closing a stake of 7,660 shares — an estimated $338K sold.
Forvis Mazars Wealth Advisors first reported a position in ITM in Q1 2015 and held it in 35 quarters. The position peaked at $1.46M in Q2 2016. 182 funds tracked by Wall St. Rank hold ITM as of Q4 2023.
- Forvis Mazars Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q4 2023 after selling out during the quarter.
- Forvis Mazars Wealth Advisors sold 7,660 VanEck Intermediate Muni ETF shares in Q4 2023, an estimated $338K.
- Forvis Mazars Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2015 and held it in 35 quarters.
- Forvis Mazars Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $1.46M in Q2 2016.
- 182 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2023.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.