KGP
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Keystone Global Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Keystone Global Partners’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
Q2 		– Sell
-1,027
Closed -$46.7K – 186
2025
Q1 		$46.7K Buy
+1,027
New +$47.3K 0.03% 74

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keystone Global Partners's ITM Position: Q2 2025 in Review

Keystone Global Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 1,027 shares — an estimated $46.7K sold.

Keystone Global Partners first reported a position in ITM in Q1 2025 and held it in 1 quarter. The position peaked at $46.7K in Q1 2025. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

  • Keystone Global Partners reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Global Partners sold 1,027 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $46.7K.
  • Keystone Global Partners first reported a position in VanEck Intermediate Muni ETF in Q1 2025 and held it in 1 quarter.
  • Keystone Global Partners's VanEck Intermediate Muni ETF position peaked at $46.7K in Q1 2025.
  • 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Keystone Global Partners's 13F filing for Q2 2025, filed 17 Jul 2025.