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

IHT 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
2023 Q2	–	Sell	-6,794	Closed	-$316K	–	994
2023 Q1	$316K	Buy	+6,794	New	+$313K	0.02%	682
2020 Q1	–	Sell	-4,051	Closed	-$203K	–	608
2019 Q4	$203K	Sell	4,051 -132	-3%	-$6.63K	0.02%	564
2019 Q3	$210K	Buy	+4,183	New	+$211K	0.03%	539
2018 Q2	–	Sell	-553	Closed	-$26K	–	893
2018 Q1	$26K	Hold	553	–	–	0.01%	890
2017 Q4	$27K	Hold	553	–	–	0.01%	897
2017 Q3	$27K	Sell	553 -694	-56%	-$33.5K	0.01%	678
2017 Q2	$322K	Hold	1,247	–	–	0.16%	160
2017 Q1	$73K	Sell	1,247 -697	-36%	-$32.5K	0.05%	337
2016 Q4	$90K	Buy	+1,944	New	+$92K	0.07%	286

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 $59.8B AUM 29.42% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

IHT Wealth Management's ITM Position: Q2 2023 in Review

IHT Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2023, closing a stake of 6,794 shares — an estimated $316K sold.

IHT Wealth Management first reported a position in ITM in Q4 2016 and held it in 9 quarters. The position peaked at $322K in Q2 2017. 162 funds tracked by Wall St. Rank hold ITM as of Q2 2023.

IHT Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 6,794 VanEck Intermediate Muni ETF shares in Q2 2023, an estimated $316K.
IHT Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 9 quarters.
IHT Wealth Management's VanEck Intermediate Muni ETF position peaked at $322K in Q2 2017.
162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.