IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.3K | Hold |
352
| – | – | ﹤0.01% | 2883 |
|
|
2025
Q4 | $16.6K | Sell |
352
-450
| -56% | -$21.1K | ﹤0.01% | 2815 |
|
|
2025
Q3 | $37.4K | Hold |
802
| – | – | ﹤0.01% | 2229 |
|
|
2025
Q2 | $36.5K | Sell |
802
-914
| -53% | -$41.2K | ﹤0.01% | 2214 |
|
|
2025
Q1 | $78.1K | Sell |
1,716
-109
| -6% | -$5.02K | ﹤0.01% | 1668 |
|
|
2024
Q4 | $84.1K | Hold |
1,825
| – | – | ﹤0.01% | 1559 |
|
|
2024
Q3 | $85.7K | Sell |
1,825
-100
| -5% | -$4.64K | ﹤0.01% | 1478 |
|
|
2024
Q2 | $88.2K | Hold |
1,925
| – | – | ﹤0.01% | 1419 |
|
|
2024
Q1 | $89.5K | Hold |
1,925
| – | – | ﹤0.01% | 1340 |
|
|
2023
Q4 | $90.5K | Hold |
1,925
| – | – | ﹤0.01% | 1291 |
|
|
2023
Q3 | $84.9K | Buy |
1,925
+209
| +12% | +$9.51K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $79.1K | Sell |
1,716
-720
| -30% | -$33.2K | ﹤0.01% | 1422 |
|
|
2023
Q1 | $113K | Sell |
2,436
-4,466
| -65% | -$206K | ﹤0.01% | 1197 |
|
|
2022
Q4 | $320K | Sell |
6,902
-2,096
| -23% | -$93.8K | 0.01% | 1109 |
|
|
2022
Q3 | $418K | Buy |
8,998
+10
| +0.1% | +$457 | 0.01% | 1011 |
|
|
2022
Q2 | $417K | Hold |
8,988
| – | – | 0.01% | 916 |
|
|
2022
Q1 | $417K | Buy |
8,988
+1,651
| +23% | +$81.4K | 0.01% | 916 |
|
|
2021
Q4 | $376K | Sell |
7,337
-631
| -8% | -$32.3K | 0.01% | 698 |
|
|
2021
Q3 | $409K | Sell |
7,968
-988
| -11% | -$51.3K | 0.01% | 653 |
|
|
2021
Q2 | $464K | Buy |
8,956
+12
| +0.1% | +$620 | 0.01% | 567 |
|
|
2021
Q1 | $459K | Sell |
8,944
-179
| -2% | -$9.25K | 0.01% | 550 |
|
|
2020
Q4 | $474K | Sell |
9,123
-185
| -2% | -$9.53K | 0.02% | 526 |
|
|
2020
Q3 | $477K | Sell |
9,308
-46
| -0.5% | -$2.37K | 0.03% | 441 |
|
|
2020
Q2 | $477K | Sell |
9,354
-5,319
| -36% | -$264K | 0.04% | 427 |
|
|
2020
Q1 | $730K | Buy |
14,673
+484
| +3% | +$24.2K | 0.07% | 269 |
|
|
2019
Q4 | $714K | Buy |
14,189
+4,939
| +53% | +$248K | 0.05% | 356 |
|
|
2019
Q3 | $465K | Buy |
+9,250
| New | +$466K | 0.03% | 512 |
|
|
2019
Q1 | $381K | Sell |
7,816
-2,341
| -23% | -$112K | 0.05% | 337 |
|
|
2018
Q4 | $483K | Buy |
10,157
+157
| +2% | +$7.31K | 0.03% | 567 |
|
|
2018
Q3 | $466K | Sell |
10,000
-199
| -2% | -$9.36K | 0.02% | 695 |
|
|
2018
Q2 | $481K | Buy |
10,199
+886
| +10% | +$41.6K | 0.02% | 675 |
|
|
2018
Q1 | $448K | Hold |
9,313
| – | – | 0.02% | 664 |
|
|
2017
Q4 | $448K | Buy |
9,313
+1,718
| +23% | +$82.7K | 0.02% | 663 |
|
|
2017
Q3 | $365K | Sell |
7,595
-1,526
| -17% | -$73.6K | 0.01% | 828 |
|
|
2017
Q2 | $436K | Buy |
9,121
+2,732
| +43% | +$130K | 0.02% | 734 |
|
|
2017
Q1 | $300K | Sell |
6,389
-524
| -8% | -$24.5K | 0.01% | 905 |
|
|
2016
Q4 | $321K | Sell |
6,913
-22
| -0.3% | -$1.04K | 0.02% | 825 |
|
|
2016
Q3 | $341K | Buy |
6,935
+1,340
| +24% | +$66.2K | 0.02% | 745 |
|
|
2016
Q2 | $278K | Buy |
5,595
+1,687
| +43% | +$82.6K | 0.02% | 822 |
|
|
2016
Q1 | $381K | Buy |
3,908
+796
| +26% | +$38.6K | 0.05% | 337 |
|
|
2015
Q4 | $149K | Buy |
+3,112
| New | +$148K | 0.01% | 973 |
|
Other funds holding ITM
CCWA
CI
TWIM
WJA
