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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

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

DBT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JSF Financial's ITM Position: Q1 2022 in Review

JSF Financial sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2022, closing a stake of 4,050 shares — an estimated $208K sold.

JSF Financial first reported a position in ITM in Q2 2019 and held it in 10 quarters. The position peaked at $211K in Q4 2020. 178 funds tracked by Wall St. Rank hold ITM as of Q1 2022.

JSF Financial reported no remaining VanEck Intermediate Muni ETF position as of Q1 2022 after selling out during the quarter.
JSF Financial sold 4,050 VanEck Intermediate Muni ETF shares in Q1 2022, an estimated $208K.
JSF Financial first reported a position in VanEck Intermediate Muni ETF in Q2 2019 and held it in 10 quarters.
JSF Financial's VanEck Intermediate Muni ETF position peaked at $211K in Q4 2020.
178 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2022.

Based on JSF Financial's 13F filing for Q1 2022, filed 12 May 2022.