JFS Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$67.3K	Sell	1,433 -1,383	-49%	-$64.7K	﹤0.01%	491
2026 Q1	$131K	Hold	2,816	–	–	0.01%	384
2025 Q4	$133K	Hold	2,816	–	–	0.01%	367
2025 Q3	$131K	Sell	2,816 -227	-7%	-$10.4K	0.01%	372
2025 Q2	$138K	Sell	3,043 -2,202	-42%	-$99.3K	0.01%	334
2025 Q1	$239K	Buy	5,245 +5,195	+10,390%	+$239K	0.02%	282
2024 Q4	$2.31K	Buy	+50	New	+$2.32K	﹤0.01%	1417
2024 Q3	–	Sell	-21	Closed	-$963	–	1992
2024 Q2	$963	Buy	+21	New	+$964	﹤0.01%	1673
2020 Q3	–	Sell	-277	Closed	-$14K	–	578
2020 Q2	$14K	Sell	277 -4,042	-94%	-$201K	﹤0.01%	347
2020 Q1	$212K	Hold	4,319	–	–	0.06%	121
2019 Q4	$217K	Hold	4,319	–	–	0.05%	135
2019 Q3	$217K	Buy	+4,319	New	+$218K	0.06%	137
2016 Q4	–	Sell	-174	Closed	-$9K	–	468
2016 Q3	$9K	Hold	174	–	–	﹤0.01%	392
2016 Q2	$9K	Hold	174	–	–	﹤0.01%	395
2016 Q1	$8K	Hold	174	–	–	﹤0.01%	419
2015 Q4	$8K	Hold	174	–	–	﹤0.01%	417
2015 Q3	$8K	Buy	+174	New	+$8.12K	﹤0.01%	367

Other funds holding ITM

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

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return