Jones Financial Companies’s VanEck Intermediate Muni ETF ITM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Sell |
26,144
-1,015
| -4% | -$46.1K | ﹤0.01% | 942 |
|
2025
Q1 | $1.23M | Buy |
27,159
+10,016
| +58% | +$455K | ﹤0.01% | 788 |
|
2024
Q4 | $790K | Buy |
17,143
+7,182
| +72% | +$331K | ﹤0.01% | 820 |
|
2024
Q3 | $468K | Buy |
9,961
+3,456
| +53% | +$162K | ﹤0.01% | 845 |
|
2024
Q2 | $298K | Buy |
6,505
+5,712
| +720% | +$262K | ﹤0.01% | 708 |
|
2024
Q1 | $36.9K | Buy |
+793
| New | +$36.9K | ﹤0.01% | 786 |
|
2019
Q2 | – | Sell |
-4,250
| Closed | -$207K | – | 206 |
|
2019
Q1 | $207K | Buy |
+4,250
| New | +$207K | ﹤0.01% | 201 |
|