JSF Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

JSF Financial’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
2022 Q1	–	Sell	-4,050	Closed	-$208K	–	125
2021 Q4	$208K	Hold	4,050	–	–	0.1%	103
2021 Q3	$208K	Hold	4,050	–	–	0.1%	103
2021 Q2	$210K	Hold	4,050	–	–	0.12%	94
2021 Q1	$208K	Hold	4,050	–	–	0.13%	94
2020 Q4	$211K	Hold	4,050	–	–	0.15%	85
2020 Q3	$208K	Hold	4,050	–	–	0.16%	67
2020 Q2	$206K	Buy	+4,050	New	+$201K	0.18%	60
2020 Q1	–	Sell	-4,050	Closed	-$203K	–	66
2019 Q4	$203K	Hold	4,050	–	–	0.2%	63
2019 Q3	$204K	Hold	4,050	–	–	0.22%	58
2019 Q2	$201K	Buy	+4,050	New	+$199K	0.22%	61

Other funds holding ITM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return