LifePlan Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

LifePlan Financial Group’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
2020 Q3	$84K	Sell	1,646 -144	-8%	-$7.42K	0.04%	204
2020 Q2	$91K	Sell	1,790 -431	-19%	-$21.4K	0.04%	187
2020 Q1	$109K	Hold	2,221	–	–	0.06%	155
2019 Q4	$112K	Sell	2,221 -786	-26%	-$39.5K	0.05%	173
2019 Q3	$151K	Hold	3,007	–	–	0.07%	148
2019 Q2	$150K	Buy	3,007 +490	+19%	+$24.1K	0.07%	143
2019 Q1	$123K	Buy	2,517 +1,867	+287%	+$89.6K	0.07%	167
2018 Q4	$31K	Hold	650	–	–	0.02%	285
2018 Q3	$30K	Hold	650	–	–	0.02%	294
2018 Q2	$31K	Hold	650	–	–	0.02%	280
2018 Q1	$31K	Buy	+650	New	+$30.7K	0.02%	272

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAM

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DBT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LifePlan Financial Group's ITM Position: Q3 2020 in Review

LifePlan Financial Group reduced its VanEck Intermediate Muni ETF (ITM) stake by 8% in Q3 2020, selling an estimated $7.42K and leaving 1,646 shares worth $84K. The position accounts for 0.04% of the portfolio, ranked #204.

LifePlan Financial Group first reported a position in ITM in Q1 2018 and has held it in 11 quarters since. The position peaked at $151K in Q3 2019. 166 funds tracked by Wall St. Rank hold ITM as of Q3 2020.

LifePlan Financial Group held 1,646 shares of VanEck Intermediate Muni ETF worth $84K as of Q3 2020.
LifePlan Financial Group sold 144 VanEck Intermediate Muni ETF shares in Q3 2020, an estimated $7.42K.
VanEck Intermediate Muni ETF made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #204 holding.
LifePlan Financial Group first reported a position in VanEck Intermediate Muni ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's VanEck Intermediate Muni ETF position peaked at $151K in Q3 2019.
166 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.