Lido Advisors
ITM icon

Lido Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Lido Advisors’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
Q3 		– Sell
-15,195
Closed -$693K – 995
2022
Q2 		$693K Sell
15,195
-2,408
-14% -$110K 0.01% 438
2022
Q1 		$832K Buy
17,603
+29
+0.2% +$1.43K 0.01% 444
2021
Q4 		$901K Buy
17,574
+60
+0.3% +$3.07K 0.01% 442
2021
Q3 		$897K Buy
17,514
+296
+2% +$15.4K 0.01% 434
2021
Q2 		$892K Buy
17,218
+49
+0.3% +$2.53K 0.01% 407
2021
Q1 		$880K Sell
17,169
-2
-0% -$103 0.02% 366
2020
Q4 		$894K Buy
17,171
+2,798
+19% +$144K 0.02% 336
2020
Q3 		$737K Buy
14,373
+1,007
+8% +$51.9K 0.02% 313
2020
Q2 		$681K Buy
13,366
+260
+2% +$12.9K 0.02% 298
2020
Q1 		$644K Sell
13,106
-13,686
-51% -$685K 0.03% 282
2019
Q4 		$1.35M Buy
+26,792
New +$1.35M 0.05% 219

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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

Lido Advisors's ITM Position: Q3 2022 in Review

Lido Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2022, closing a stake of 15,195 shares — an estimated $693K sold.

Lido Advisors first reported a position in ITM in Q4 2019 and held it in 11 quarters. The position peaked at $1.35M in Q4 2019. 157 funds tracked by Wall St. Rank hold ITM as of Q3 2022.

  • Lido Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q3 2022 after selling out during the quarter.
  • Lido Advisors sold 15,195 VanEck Intermediate Muni ETF shares in Q3 2022, an estimated $693K.
  • Lido Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 11 quarters.
  • Lido Advisors's VanEck Intermediate Muni ETF position peaked at $1.35M in Q4 2019.
  • 157 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.