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

Lee 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
2026 Q1	$488K	Hold	10,500	–	–	0.07%	104
2025 Q4	$495K	Hold	10,500	–	–	0.07%	100
2025 Q3	$489K	Hold	10,500	–	–	0.06%	114
2025 Q2	$477K	Hold	10,500	–	–	0.07%	97
2025 Q1	$478K	Hold	10,500	–	–	0.07%	95
2024 Q4	$484K	Hold	10,500	–	–	0.07%	114
2024 Q3	$493K	Hold	10,500	–	–	0.07%	112
2024 Q2	$481K	Hold	10,500	–	–	0.08%	98
2024 Q1	$488K	Hold	10,500	–	–	0.08%	97
2023 Q4	$494K	Hold	10,500	–	–	0.09%	95
2023 Q3	$463K	Hold	10,500	–	–	0.09%	86
2023 Q2	$484K	Hold	10,500	–	–	0.08%	87
2023 Q1	$488K	Hold	10,500	–	–	0.08%	86
2022 Q4	$479K	Hold	10,500	–	–	0.08%	99
2022 Q3	$457K	Hold	10,500	–	–	0.09%	94
2022 Q2	$480K	Hold	10,500	–	–	0.09%	93
2022 Q1	$497K	Hold	10,500	–	–	0.09%	94
2021 Q4	$538K	Hold	10,500	–	–	0.1%	95
2021 Q3	$538K	Hold	10,500	–	–	0.11%	89
2021 Q2	$544K	Hold	10,500	–	–	0.12%	88
2021 Q1	$538K	Hold	10,500	–	–	0.13%	87
2020 Q4	$546K	Hold	10,500	–	–	0.14%	79
2020 Q3	$538K	Hold	10,500	–	–	0.15%	78
2020 Q2	$535K	Hold	10,500	–	–	0.15%	80
2020 Q1	$516K	Hold	10,500	–	–	0.17%	69
2019 Q4	$527K	Hold	10,500	–	–	0.11%	86
2019 Q3	$528K	Hold	10,500	–	–	0.12%	84
2019 Q2	$522K	Hold	10,500	–	–	0.12%	84
2019 Q1	$512K	Hold	10,500	–	–	0.12%	84
2018 Q4	$498K	Hold	10,500	–	–	0.13%	78
2018 Q3	$490K	Hold	10,500	–	–	0.12%	83
2018 Q2	$495K	Hold	10,500	–	–	0.12%	84
2018 Q1	$494K	Sell	10,500 -575	-5%	-$27.1K	0.13%	86
2017 Q4	$533K	Hold	11,075	–	–	0.15%	75
2017 Q3	$533K	Hold	11,075	–	–	0.17%	78
2017 Q2	$530K	Hold	11,075	–	–	0.2%	82
2017 Q1	$519K	Hold	11,075	–	–	0.21%	83
2016 Q4	$514K	Buy	+11,075	New	+$524K	0.29%	71

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TIAA Wealth Investment Management New York $13.1B AUM

Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return