Jones Financial Companies
ITM icon

Jones Financial Companies’s VanEck Intermediate Muni ETF ITM Stock Holding History

Jones Financial Companies’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
Q1 		$1.76M Buy
38,045
+5,104
+15% +$241K ﹤0.01% 1479
2025
Q4 		$1.55M Buy
32,941
+3,068
+10% +$144K ﹤0.01% 1063
2025
Q3 		$1.39M Buy
29,873
+3,729
+14% +$171K ﹤0.01% 1007
2025
Q2 		$1.19M Sell
26,144
-1,015
-4% -$45.8K ﹤0.01% 942
2025
Q1 		$1.23M Buy
27,159
+10,016
+58% +$461K ﹤0.01% 788
2024
Q4 		$790K Buy
17,143
+7,182
+72% +$333K ﹤0.01% 820
2024
Q3 		$468K Buy
9,961
+3,456
+53% +$161K ﹤0.01% 845
2024
Q2 		$298K Buy
6,505
+5,712
+720% +$262K ﹤0.01% 708
2024
Q1 		$36.9K Buy
+793
New +$37K ﹤0.01% 786
2019
Q2 		– Sell
-4,250
Closed -$207K – 206
2019
Q1 		$207K Buy
+4,250
New +$204K ﹤0.01% 201

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TWIM
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