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MBM Wealth Consultants’s VanEck Intermediate Muni ETF ITM Stock Holding History

MBM Wealth Consultants’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 		– Sell
-112,400
Closed -$5.32M – 293
2022
Q1 		$5.32M Sell
112,400
-1,638
-1% -$80.7K 2.21% 13
2021
Q4 		$5.85M Buy
114,038
+28,335
+33% +$1.45M 2.43% 14
2021
Q3 		$4.39M Buy
85,703
+3,068
+4% +$159K 2% 15
2021
Q2 		$4.28M Buy
82,635
+4,385
+6% +$227K 2.01% 15
2021
Q1 		$4.01M Buy
78,250
+3,433
+5% +$177K 2.04% 14
2020
Q4 		$3.89M Buy
74,817
+11,085
+17% +$571K 2.12% 15
2020
Q3 		$3.27M Buy
63,732
+1,282
+2% +$66K 2.09% 13
2020
Q2 		$3.18M Sell
62,450
-1,234
-2% -$61.3K 2.24% 13
2020
Q1 		$3.13M Buy
63,684
+7,531
+13% +$377K 2.59% 13
2019
Q4 		$2.82M Sell
56,153
-742
-1% -$37.3K 2.09% 13
2019
Q3 		$2.86M Buy
56,895
+1,835
+3% +$92.5K 2.25% 12
2019
Q2 		$2.74M Buy
55,060
+2,916
+6% +$144K 2.28% 12
2019
Q1 		$2.54M Sell
52,144
-18,731
-26% -$899K 2.23% 12
2018
Q4 		$3.67M Buy
+70,875
New +$3.3M 3.58% 4

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
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

MBM Wealth Consultants's ITM Position: Q2 2022 in Review

MBM Wealth Consultants sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2022, closing a stake of 112,400 shares — an estimated $5.32M sold.

MBM Wealth Consultants first reported a position in ITM in Q4 2018 and held it in 14 quarters. The position peaked at $5.85M in Q4 2021. 168 funds tracked by Wall St. Rank hold ITM as of Q2 2022.

  • MBM Wealth Consultants reported no remaining VanEck Intermediate Muni ETF position as of Q2 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 112,400 VanEck Intermediate Muni ETF shares in Q2 2022, an estimated $5.32M.
  • MBM Wealth Consultants first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and held it in 14 quarters.
  • MBM Wealth Consultants's VanEck Intermediate Muni ETF position peaked at $5.85M in Q4 2021.
  • 168 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.