Highland Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Highland Financial Advisors’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
2024 Q2	–	Sell	-29,446	Closed	-$1.37M	–	57
2024 Q1	$1.37M	Buy	29,446 +3,321	+13%	+$155K	0.55%	25
2023 Q4	$1.23M	Buy	26,125 +1,963	+8%	+$88.4K	0.53%	25
2023 Q3	$1.07M	Buy	24,162 +50	+0.2%	+$2.27K	0.55%	24
2023 Q2	$1.11M	Sell	24,112 -5,156	-18%	-$238K	0.57%	25
2023 Q1	$1.36M	Buy	29,268 +572	+2%	+$26.4K	0.74%	24
2022 Q4	$1.31M	Buy	+28,696	New	+$1.28M	0.77%	23

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Highland Financial Advisors's ITM Position: Q2 2024 in Review

Highland Financial Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2024, closing a stake of 29,446 shares — an estimated $1.37M sold.

Highland Financial Advisors first reported a position in ITM in Q4 2022 and held it in 6 quarters. The position peaked at $1.37M in Q1 2024. 163 funds tracked by Wall St. Rank hold ITM as of Q2 2024.

Highland Financial Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2024 after selling out during the quarter.
Highland Financial Advisors sold 29,446 VanEck Intermediate Muni ETF shares in Q2 2024, an estimated $1.37M.
Highland Financial Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 6 quarters.
Highland Financial Advisors's VanEck Intermediate Muni ETF position peaked at $1.37M in Q1 2024.
163 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2024.

Based on Highland Financial Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.