IAA
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Independent Advisor Alliance’s VanEck Intermediate Muni ETF ITM Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-7,640
Closed -$384K – 632
2019
Q4 		$384K Buy
+7,640
New +$384K 0.02% 605

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independent Advisor Alliance's ITM Position: Q1 2020 in Review

Independent Advisor Alliance sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2020, closing a stake of 7,640 shares — an estimated $384K sold.

Independent Advisor Alliance first reported a position in ITM in Q4 2019 and held it in 1 quarter. The position peaked at $384K in Q4 2019. 154 funds tracked by Wall St. Rank hold ITM as of Q1 2020.

  • Independent Advisor Alliance reported no remaining VanEck Intermediate Muni ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,640 VanEck Intermediate Muni ETF shares in Q1 2020, an estimated $384K.
  • Independent Advisor Alliance first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's VanEck Intermediate Muni ETF position peaked at $384K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.