Loveless Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Loveless Wealth Management’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 Q2	$387K	Sell	8,475 -400	-5%	-$18.3K	0.25%	97
2022 Q1	$420K	Sell	8,875 -50	-0.6%	-$2.46K	0.24%	104
2021 Q4	$458K	Sell	8,925 -100	-1%	-$5.12K	0.25%	104
2021 Q3	$462K	Hold	9,025	–	–	0.28%	100
2021 Q2	$468K	Sell	9,025 -80	-0.9%	-$4.13K	0.28%	98
2021 Q1	$467K	Buy	9,105 +600	+7%	+$31K	0.31%	93
2020 Q4	$443K	Buy	8,505 +1,430	+20%	+$73.6K	0.33%	88
2020 Q3	$363K	Buy	7,075 +2,175	+44%	+$112K	0.31%	83
2020 Q2	$250K	Buy	+4,900	New	+$244K	0.23%	97
2020 Q1	–	Sell	-5,050	Closed	-$255K	–	104
2019 Q4	$255K	Buy	+5,050	New	+$254K	0.22%	102

Other funds holding ITM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

DBT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CAM

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

Loveless Wealth Management's ITM Position: Q2 2022 in Review

Loveless Wealth Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 4.5% in Q2 2022, selling an estimated $18.3K and leaving 8,475 shares worth $387K. The position accounts for 0.25% of the portfolio, ranked #97.

Loveless Wealth Management first reported a position in ITM in Q4 2019 and has held it in 10 quarters since. The position peaked at $468K in Q2 2021. 168 funds tracked by Wall St. Rank hold ITM as of Q2 2022.

Loveless Wealth Management held 8,475 shares of VanEck Intermediate Muni ETF worth $387K as of Q2 2022.
Loveless Wealth Management sold 400 VanEck Intermediate Muni ETF shares in Q2 2022, an estimated $18.3K.
VanEck Intermediate Muni ETF made up 0.25% of Loveless Wealth Management's portfolio in Q2 2022, its #97 holding.
Loveless Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and has held it in 10 quarters since.
Loveless Wealth Management's VanEck Intermediate Muni ETF position peaked at $468K in Q2 2021.
168 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.