JFA
JNBA Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$180K | 0.01% | 201 |
|
|
2024
Q3 | $305K | Sell |
6,488
-214
| -3% | -$10K | 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% | -$700K | 0.04% | 166 |
|
|
2023
Q3 | $952K | Sell |
21,594
-433
| -2% | -$19.1K | 0.12% | 97 |
|
|
2023
Q2 | $1.01M | Sell |
22,027
-1,357
| -6% | -$62.5K | 0.12% | 96 |
|
|
2023
Q1 | $1.09M | Buy |
23,384
+1,313
| +6% | +$61K | 0.14% | 91 |
|
|
2022
Q4 | $1.01M | Sell |
22,071
-1,959
| -8% | -$89.4K | 0.14% | 93 |
|
|
2022
Q3 | $1.05M | Sell |
24,030
-4,060
| -14% | -$177K | 0.16% | 87 |
|
|
2022
Q2 | $1.28M | Sell |
28,090
-1,452
| -5% | -$66.3K | 0.19% | 76 |
|
|
2022
Q1 | $1.4M | Sell |
29,542
-1,097
| -4% | -$51.9K | 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% | +$118K | 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% | -$24.7K | 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% | -$20.1K | 0.34% | 53 |
|
|
2020
Q1 | $1.55M | Sell |
31,637
-4,447
| -12% | -$218K | 0.37% | 51 |
|
|
2019
Q4 | $1.81M | Hold |
36,084
| – | – | 0.35% | 50 |
|
|
2019
Q3 | $1.82M | Hold |
36,084
| – | – | 0.37% | 45 |
|
|
2019
Q2 | $1.8M | Buy |
36,084
+5,416
| +18% | +$269K | 0.37% | 45 |
|
|
2019
Q1 | $1.5M | Buy |
30,668
+3,852
| +14% | +$188K | 0.32% | 43 |
|
|
2018
Q4 | $1.27M | Buy |
+26,816
| New | +$1.27M | 0.29% | 42 |
|
|
2018
Q3 | – | Sell |
-116,741
| Closed | -$2.75M | – | 596 |
|
|
2018
Q2 | $2.75M | Sell |
116,741
-11,238
| -9% | -$265K | 0.58% | 28 |
|
|
2018
Q1 | $3.01M | Buy |
127,979
+12,325
| +11% | +$290K | 0.64% | 26 |
|
|
2017
Q4 | $2.78M | Buy |
115,654
+18,630
| +19% | +$448K | 0.59% | 26 |
|
|
2017
Q3 | $2.33M | Buy |
97,024
+2,067
| +2% | +$49.7K | 0.52% | 27 |
|
|
2017
Q2 | $2.27M | Hold |
94,957
| – | – | 0.52% | 26 |
|
|
2017
Q1 | $2.23M | Buy |
94,957
+23,147
| +32% | +$543K | 0.53% | 26 |
|
|
2016
Q4 | $1.67M | Buy |
+71,810
| New | +$1.67M | 0.4% | 28 |
|