Milestone Advisory Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Milestone Advisory Partners’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
2023 Q3	$239K	Hold	5,418	–	–	0.2%	61
2023 Q2	$250K	Hold	5,418	–	–	0.23%	56
2023 Q1	$252K	Hold	5,418	–	–	0.23%	57
2022 Q4	$247K	Hold	5,418	–	–	0.18%	62
2022 Q3	$236K	Hold	5,418	–	–	0.18%	62
2022 Q2	$248K	Hold	5,418	–	–	0.2%	59
2022 Q1	$256K	Hold	5,418	–	–	0.14%	71
2021 Q4	$278K	Hold	5,418	–	–	0.14%	74
2021 Q3	$278K	Hold	5,418	–	–	0.16%	70
2021 Q2	$281K	Hold	5,418	–	–	0.15%	71
2021 Q1	$278K	Hold	5,418	–	–	0.15%	61
2020 Q4	$282K	Hold	5,418	–	–	0.16%	51
2020 Q3	$278K	Hold	5,418	–	–	0.17%	43
2020 Q2	$276K	Hold	5,418	–	–	0.16%	43
2020 Q1	$266K	Hold	5,418	–	–	0.18%	33
2019 Q4	$272K	Hold	5,418	–	–	0.14%	50
2019 Q3	$273K	Hold	5,418	–	–	0.15%	47
2019 Q2	$270K	Hold	5,418	–	–	0.16%	47
2019 Q1	$264K	Hold	5,418	–	–	0.17%	45
2018 Q4	$258K	Sell	5,418 -1,619	-23%	-$75.4K	0.22%	35
2018 Q3	$328K	Sell	7,037 -223	-3%	-$10.5K	0.23%	36
2018 Q2	$342K	Hold	7,260	–	–	0.25%	34
2018 Q1	$342K	Sell	7,260 -531	-7%	-$25.1K	0.26%	33
2017 Q4	$375K	Buy	+7,791	New	+$375K	0.28%	34

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

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

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

DBT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Milestone Advisory Partners's ITM Position: Q3 2023 in Review

Milestone Advisory Partners held its VanEck Intermediate Muni ETF (ITM) position steady in Q3 2023 at 5,418 shares worth $239K. The position accounts for 0.2% of the portfolio, ranked #61.

Milestone Advisory Partners first reported a position in ITM in Q4 2017 and has held it in 24 quarters since. The position peaked at $375K in Q4 2017. 164 funds tracked by Wall St. Rank hold ITM as of Q3 2023.

Milestone Advisory Partners held 5,418 shares of VanEck Intermediate Muni ETF worth $239K as of Q3 2023.
Milestone Advisory Partners left its VanEck Intermediate Muni ETF share count unchanged in Q3 2023.
VanEck Intermediate Muni ETF made up 0.2% of Milestone Advisory Partners's portfolio in Q3 2023, its #61 holding.
Milestone Advisory Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and has held it in 24 quarters since.
Milestone Advisory Partners's VanEck Intermediate Muni ETF position peaked at $375K in Q4 2017.
164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.