JNBA Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,591
| Closed | -$118K | – | 674 |
|
|
2025
Q1 | $118K | Hold |
2,591
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $119K | Sell |
2,591
-3,897
| -60% | -$181K | 0.01% | 201 |
|
|
2024
Q3 | $305K | Sell |
6,488
-214
| -3% | -$9.94K | 0.03% | 163 |
|
|
2024
Q2 | $307K | Hold |
6,702
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $312K | Hold |
6,702
| – | – | 0.03% | 164 |
|
|
2023
Q4 | $315K | Sell |
6,702
-14,892
| -69% | -$670K | 0.04% | 166 |
|
|
2023
Q3 | $952K | Sell |
21,594
-433
| -2% | -$19.7K | 0.12% | 97 |
|
|
2023
Q2 | $1.01M | Sell |
22,027
-1,357
| -6% | -$62.6K | 0.12% | 96 |
|
|
2023
Q1 | $1.09M | Buy |
23,384
+1,313
| +6% | +$60.5K | 0.14% | 91 |
|
|
2022
Q4 | $1.01M | Sell |
22,071
-1,959
| -8% | -$87.7K | 0.14% | 93 |
|
|
2022
Q3 | $1.05M | Sell |
24,030
-4,060
| -14% | -$186K | 0.16% | 87 |
|
|
2022
Q2 | $1.28M | Sell |
28,090
-1,452
| -5% | -$66.4K | 0.19% | 76 |
|
|
2022
Q1 | $1.4M | Sell |
29,542
-1,097
| -4% | -$54.1K | 0.19% | 77 |
|
|
2021
Q4 | $1.57M | Buy |
30,639
+443
| +1% | +$22.7K | 0.19% | 75 |
|
|
2021
Q3 | $1.55M | Buy |
30,196
+2,299
| +8% | +$119K | 0.21% | 71 |
|
|
2021
Q2 | $1.45M | Sell |
27,897
-2,864
| -9% | -$148K | 0.2% | 74 |
|
|
2021
Q1 | $1.58M | Sell |
30,761
-482
| -2% | -$24.9K | 0.23% | 69 |
|
|
2020
Q4 | $1.63M | Hold |
31,243
| – | – | 0.27% | 63 |
|
|
2020
Q3 | $1.6M | Hold |
31,243
| – | – | 0.32% | 58 |
|
|
2020
Q2 | $1.59M | Sell |
31,243
-394
| -1% | -$19.6K | 0.34% | 53 |
|
|
2020
Q1 | $1.55M | Sell |
31,637
-4,447
| -12% | -$223K | 0.37% | 51 |
|
|
2019
Q4 | $1.81M | Hold |
36,084
| – | – | 0.35% | 50 |
|
|
2019
Q3 | $1.81M | Hold |
36,084
| – | – | 0.37% | 45 |
|
|
2019
Q2 | $1.79M | Buy |
36,084
+5,416
| +18% | +$267K | 0.37% | 45 |
|
|
2019
Q1 | $1.5M | Buy |
30,668
+3,852
| +14% | +$185K | 0.32% | 43 |
|
|
2018
Q4 | $1.27M | Buy |
+26,816
| New | +$1.25M | 0.29% | 42 |
|
|
2018
Q3 | – | Sell |
-58,371
| Closed | -$2.75M | – | 594 |
|
|
2018
Q2 | $2.75M | Sell |
58,371
-5,619
| -9% | -$264K | 0.58% | 28 |
|
|
2018
Q1 | $3.01M | Buy |
63,990
+6,163
| +11% | +$291K | 0.64% | 26 |
|
|
2017
Q4 | $2.78M | Buy |
57,827
+9,315
| +19% | +$448K | 0.59% | 26 |
|
|
2017
Q3 | $2.33M | Buy |
48,512
+1,033
| +2% | +$49.8K | 0.52% | 27 |
|
|
2017
Q2 | $2.27M | Hold |
47,479
| – | – | 0.52% | 26 |
|
|
2017
Q1 | $2.23M | Buy |
47,479
+11,574
| +32% | +$540K | 0.53% | 26 |
|
|
2016
Q4 | $1.67M | Buy |
+35,905
| New | +$1.7M | 0.4% | 28 |
|
Other funds holding ITM
CI
JNBA Financial Advisors's ITM Position: Q2 2025 in Review
JNBA Financial Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 2,591 shares — an estimated $118K sold.
JNBA Financial Advisors first reported a position in ITM in Q4 2016 and held it in 33 quarters. The position peaked at $3.01M in Q1 2018. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.
- JNBA Financial Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
- JNBA Financial Advisors sold 2,591 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $118K.
- JNBA Financial Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 33 quarters.
- JNBA Financial Advisors's VanEck Intermediate Muni ETF position peaked at $3.01M in Q1 2018.
- 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.
Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.