Integrated Wealth Management (Palm Desert)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ITM Stock Details ITM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$1.3M	Sell
2016 Q4	$1.29M	Hold
2016 Q3	$1.37M	Hold
2016 Q2	$1.38M	Hold
2016 Q1	$1.35M	Sell
2015 Q4	$1.34M	Sell
2015 Q3	$1.33M	Hold
2015 Q2	$1.31M	Buy
2015 Q1	$1.26M	Buy