Macroview Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Macroview Investment 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 Q4	–	Sell	-966	Closed	-$42K	–	486
2022 Q3	$42K	Hold	966	–	–	0.08%	86
2022 Q2	$44K	Hold	966	–	–	0.07%	96
2022 Q1	$46K	Sell	966 -737	-43%	-$36.3K	0.07%	98
2021 Q4	$87K	Sell	1,703 -235	-12%	-$12K	0.11%	72
2021 Q3	$99K	Buy	1,938 +388	+25%	+$20.1K	0.13%	60
2021 Q2	$80K	Hold	1,550	–	–	0.11%	72
2021 Q1	$79K	Hold	1,550	–	–	0.11%	68
2020 Q4	$81K	Hold	1,550	–	–	0.12%	60
2020 Q3	$79K	Buy	1,550 +421	+37%	+$21.7K	0.14%	55
2020 Q2	$58K	Sell	1,129 -609	-35%	-$30.3K	0.12%	62
2020 Q1	$85K	Sell	1,738 -538	-24%	-$26.9K	0.18%	49
2019 Q4	$114K	Hold	2,276	–	–	0.24%	48
2019 Q3	$115K	Hold	2,276	–	–	0.25%	45
2019 Q2	$113K	Hold	2,276	–	–	0.29%	47
2019 Q1	$111K	Hold	2,276	–	–	0.28%	55
2018 Q4	$108K	Sell	2,276 -1	-0%	-$47	0.34%	44
2018 Q3	$106K	Hold	2,277	–	–	0.33%	42
2018 Q2	$107K	Buy	+2,277	New	+$107K	0.37%	38

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Macroview Investment Management's ITM Position: Q4 2022 in Review

Macroview Investment Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2022, closing a stake of 966 shares — an estimated $42K sold.

Macroview Investment Management first reported a position in ITM in Q2 2018 and held it in 18 quarters. The position peaked at $115K in Q3 2019. 164 funds tracked by Wall St. Rank hold ITM as of Q4 2022.

Macroview Investment Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2022 after selling out during the quarter.
Macroview Investment Management sold 966 VanEck Intermediate Muni ETF shares in Q4 2022, an estimated $42K.
Macroview Investment Management first reported a position in VanEck Intermediate Muni ETF in Q2 2018 and held it in 18 quarters.
Macroview Investment Management's VanEck Intermediate Muni ETF position peaked at $115K in Q3 2019.
164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2022.

Based on Macroview Investment Management's 13F filing for Q4 2022, filed 11 Jan 2023.