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Kennebec Savings Bank’s VanEck Intermediate Muni ETF ITM Stock Holding History

Kennebec Savings Bank’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
2025
Q1 		– Sell
-3,243
Closed -$148K – 276
2024
Q4 		$148K Hold
3,243
– – 0.15% 102
2024
Q3 		$152K Buy
+3,243
New +$151K 0.15% 101

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kennebec Savings Bank's ITM Position: Q1 2025 in Review

Kennebec Savings Bank sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2025, closing a stake of 3,243 shares — an estimated $148K sold.

Kennebec Savings Bank first reported a position in ITM in Q3 2024 and held it in 2 quarters. The position peaked at $152K in Q3 2024. 175 funds tracked by Wall St. Rank hold ITM as of Q1 2025.

  • Kennebec Savings Bank reported no remaining VanEck Intermediate Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Kennebec Savings Bank sold 3,243 VanEck Intermediate Muni ETF shares in Q1 2025, an estimated $148K.
  • Kennebec Savings Bank first reported a position in VanEck Intermediate Muni ETF in Q3 2024 and held it in 2 quarters.
  • Kennebec Savings Bank's VanEck Intermediate Muni ETF position peaked at $152K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2025.

Based on Kennebec Savings Bank's 13F filing for Q1 2025, filed 14 Apr 2025.