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

Gray 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
2022 Q2	–	Sell	-4,368	Closed	-$207K	–	119
2022 Q1	$207K	Hold	4,368	–	–	0.11%	121
2021 Q4	$224K	Sell	4,368 -1,880	-30%	-$96.2K	0.11%	116
2021 Q3	$320K	Hold	6,248	–	–	0.18%	84
2021 Q2	$324K	Sell	6,248 -500	-7%	-$25.8K	0.19%	82
2021 Q1	$346K	Sell	6,748 -990	-13%	-$51.2K	0.22%	72
2020 Q4	$404K	Hold	7,738	–	–	0.28%	62
2020 Q3	$397K	Hold	7,738	–	–	0.31%	58
2020 Q2	$393K	Hold	7,738	–	–	0.34%	58
2020 Q1	$382K	Buy	+7,738	New	+$387K	0.42%	50

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

DBT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

Gray Wealth Management's ITM Position: Q2 2022 in Review

Gray Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2022, closing a stake of 4,368 shares — an estimated $207K sold.

Gray Wealth Management first reported a position in ITM in Q1 2020 and held it in 9 quarters. The position peaked at $404K in Q4 2020. 169 funds tracked by Wall St. Rank hold ITM as of Q2 2022.

Gray Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2022 after selling out during the quarter.
Gray Wealth Management sold 4,368 VanEck Intermediate Muni ETF shares in Q2 2022, an estimated $207K.
Gray Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and held it in 9 quarters.
Gray Wealth Management's VanEck Intermediate Muni ETF position peaked at $404K in Q4 2020.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2022.

Based on Gray Wealth Management's 13F filing for Q2 2022, filed 3 Jan 2023.