IWM
ITM icon

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 		$322 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return